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 | $31,202 | $73,933-57.8% | $96,683-67.7% | $75,163-58.5% |
| Participation rate | 96.9% | 66.4%+30.5pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | 22.22% | 26.70%-4.5pp | 35.69%-13.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,989 | $2,928+2.1% | $3,737-20.0% | $2,670+12.0% |
| Participant deferral / active EE | $5,828 | $3,659+59.3% | $4,878+19.5% | $4,125+41.3% |
| Admin fee / account holder | $670 | $5,216-87.2% | $6,730-90.0% | $5,651-88.1% |