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 | $38,727 | $93,571-58.6% | $135,903-71.5% | $75,163-48.5% |
| Participation rate | 83.6% | 75.2%+8.5pp | 81.9%+1.7pp | 67.2%+16.4pp |
| Annual return | 16.31% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,762 | $3,537-21.9% | $4,856-43.1% | $2,670+3.4% |
| Participant deferral / active EE | $5,790 | $6,404-9.6% | $7,758-25.4% | $4,125+40.4% |
| Admin fee / account holder | $1,288 | $6,975-81.5% | $10,762-88.0% | $5,651-77.2% |