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 | $31,322 | $93,571-66.5% | $135,903-77.0% | $75,163-58.3% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 33.56% | 30.90%+2.7pp | 68.23%-34.7pp | 160.62%-127.1pp |
| Employer contribution / active EE | $5,459 | $3,537+54.3% | $4,856+12.4% | $2,670+104.5% |
| Participant deferral / active EE | $7,172 | $6,404+12.0% | $7,758-7.6% | $4,125+73.9% |
| Admin fee / account holder | $2,954 | $6,975-57.7% | $10,762-72.6% | $5,651-47.7% |