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 | $29,278 | $54,705-46.5% | $71,209-58.9% | $84,808-65.5% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 20.01% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,856 | $2,158-14.0% | $2,721-31.8% | $2,631-29.5% |
| Participant deferral / active EE | $4,634 | $3,030+52.9% | $4,175+11.0% | $4,212+10.0% |
| Admin fee / account holder | $530 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |