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 | $33,727 | $57,016-40.8% | $84,966-60.3% | $80,856-58.3% |
| Participation rate | 92.0% | 56.3%+35.7pp | 67.5%+24.5pp | 67.6%+24.4pp |
| Annual return | 14.29% | 21.66%-7.4pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,837 | $1,798+57.8% | $2,727+4.0% | $2,755+3.0% |
| Participant deferral / active EE | $5,789 | $3,110+86.2% | $4,519+28.1% | $4,296+34.8% |
| Admin fee / account holder | $1,954 | $4,980-60.8% | $6,149-68.2% | $6,918-71.8% |