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 | $37,621 | $93,571-59.8% | $135,903-72.3% | $75,163-49.9% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 20.79% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,629 | $3,537+2.6% | $4,856-25.3% | $2,670+35.9% |
| Participant deferral / active EE | $7,009 | $6,404+9.4% | $7,758-9.7% | $4,125+69.9% |
| Admin fee / account holder | $2,283 | $6,975-67.3% | $10,762-78.8% | $5,651-59.6% |