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 | $40,021 | $49,227-18.7% | $70,449-43.2% | $79,858-49.9% |
| Participation rate | 95.7% | 69.2%+26.6pp | 75.1%+20.7pp | 69.6%+26.1pp |
| Annual return | 17.34% | 30.06%-12.7pp | 109.03%-91.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,234 | $2,099+54.1% | $2,737+18.2% | $2,471+30.9% |
| Participant deferral / active EE | $5,722 | $2,768+106.7% | $3,709+54.3% | $3,740+53.0% |
| Admin fee / account holder | $4,053 | $2,878+40.8% | $3,845+5.4% | $5,306-23.6% |