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 | $32,110 | $59,839-46.3% | $81,983-60.8% | $79,858-59.8% |
| Participation rate | 97.4% | 61.6%+35.8pp | 69.2%+28.1pp | 69.6%+27.7pp |
| Annual return | 13.71% | 17.56%-3.8pp | 41.31%-27.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,459 | $1,713+43.5% | $2,498-1.5% | $2,471-0.5% |
| Participant deferral / active EE | $3,690 | $2,695+36.9% | $3,722-0.9% | $3,740-1.3% |
| Admin fee / account holder | $866 | $4,287-79.8% | $5,664-84.7% | $5,306-83.7% |