See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,781 | $86,929-58.8% | $102,423-65.1% | $80,856-55.7% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 16.17% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,086 | $2,369-12.0% | $3,023-31.0% | $2,755-24.3% |
| Participant deferral / active EE | $3,601 | $4,118-12.6% | $5,053-28.7% | $4,296-16.2% |
| Admin fee / account holder | $2,991 | $8,049-62.8% | $9,451-68.3% | $6,918-56.8% |