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 | $29,762 | $70,475-57.8% | $100,516-70.4% | $79,858-62.7% |
| Participation rate | 84.4% | 73.7%+10.7pp | 79.4%+5.0pp | 69.6%+14.7pp |
| Annual return | 16.76% | 21.90%-5.1pp | 30.89%-14.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,512 | $2,165+16.0% | $3,418-26.5% | $2,471+1.7% |
| Participant deferral / active EE | $4,731 | $5,181-8.7% | $6,270-24.5% | $3,740+26.5% |
| Admin fee / account holder | $4,336 | $4,478-3.2% | $8,081-46.3% | $5,306-18.3% |