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 | $39,039 | $103,376-62.2% | $87,100-55.2% | $152,861-74.5% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 30.00% | 28.10%+1.9pp | 28.19%+1.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,636 | $3,220+12.9% | $2,521+44.2% | $4,762-23.6% |
| Participant deferral / active EE | $9,421 | $4,778+97.2% | $4,049+132.7% | $5,850+61.0% |
| Admin fee / account holder | $585 | $12,205-95.2% | $7,497-92.2% | $11,596-95.0% |