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 | $39,007 | $74,927-47.9% | $101,794-61.7% | $84,808-54.0% |
| Participation rate | 82.1% | 61.4%+20.6pp | 69.2%+12.9pp | 68.3%+13.7pp |
| Annual return | 17.32% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,524 | $1,522+65.8% | $2,289+10.3% | $2,631-4.1% |
| Participant deferral / active EE | $4,926 | $3,099+59.0% | $4,084+20.6% | $4,212+17.0% |
| Admin fee / account holder | $4,886 | $6,514-25.0% | $8,777-44.3% | $7,344-33.5% |