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 | $33,641 | $80,717-58.3% | $154,803-78.3% | $84,808-60.3% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 17.24% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $713 | $2,761-74.2% | $4,305-83.4% | $2,631-72.9% |
| Participant deferral / active EE | $5,485 | $3,303+66.1% | $5,540-1.0% | $4,212+30.2% |
| Admin fee / account holder | $2,588 | $6,746-61.6% | $14,329-81.9% | $7,344-64.8% |