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 | $32,144 | $47,848-32.8% | $81,478-60.5% | $70,131-54.2% |
| Participation rate | 97.3% | 58.3%+39.0pp | 68.0%+29.3pp | 69.5%+27.8pp |
| Annual return | 14.54% | 27.25%-12.7pp | 38.78%-24.2pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,806 | $1,527+18.2% | $2,568-29.7% | $2,342-22.9% |
| Participant deferral / active EE | $2,780 | $2,453+13.3% | $3,537-21.4% | $3,332-16.6% |
| Admin fee / account holder | $5,386 | $3,145+71.3% | $4,561+18.1% | $4,645+15.9% |