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 | $35,011 | $56,897-38.5% | $84,750-58.7% | $62,891-44.3% |
| Participation rate | 77.9% | 68.5%+9.4pp | 76.6%+1.3pp | 69.3%+8.6pp |
| Annual return | 15.96% | 6.30%+9.7pp | 22.78%-6.8pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,553 | $2,400+6.4% | $3,574-28.6% | $2,281+11.9% |
| Participant deferral / active EE | $6,305 | $2,709+132.7% | $3,712+69.9% | $3,203+96.8% |
| Admin fee / account holder | $2,898 | $3,581-19.1% | $5,332-45.6% | $4,296-32.5% |