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 | $29,828 | $66,098-54.9% | $101,794-70.7% | $74,304-59.9% |
| Participation rate | 95.4% | 53.8%+41.7pp | 69.2%+26.2pp | 60.3%+35.1pp |
| Annual return | 20.42% | 19.59%+0.8pp | 30.53%-10.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $3,115 | $1,082+188.0% | $2,289+36.1% | $2,241+39.0% |
| Participant deferral / active EE | $5,056 | $2,781+81.8% | $4,084+23.8% | $3,767+34.2% |
| Admin fee / account holder | $2,560 | $4,146-38.3% | $8,777-70.8% | $2,969-13.8% |