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 | $40,256 | $81,947-50.9% | $105,387-61.8% | $72,985-44.8% |
| Participation rate | 92.9% | 76.5%+16.3pp | 82.6%+10.3pp | 69.5%+23.4pp |
| Annual return | 22.66% | 42.90%-20.2pp | 26.82%-4.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,269 | $3,468-34.6% | $4,213-46.2% | $2,440-7.0% |
| Participant deferral / active EE | $4,910 | $4,494+9.3% | $5,502-10.8% | $3,607+36.1% |
| Admin fee / account holder | $4,211 | $6,258-32.7% | $6,559-35.8% | $5,124-17.8% |