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 | $38,024 | $93,571-59.4% | $135,903-72.0% | $75,163-49.4% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 25.64% | 30.90%-5.3pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $2,585 | $3,537-26.9% | $4,856-46.8% | $2,670-3.2% |
| Participant deferral / active EE | $4,651 | $6,404-27.4% | $7,758-40.0% | $4,125+12.8% |
| Admin fee / account holder | $1,921 | $6,975-72.5% | $10,762-82.2% | $5,651-66.0% |