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 | $37,972 | $72,277-47.5% | $101,248-62.5% | $79,858-52.5% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+23.0pp | 69.6%+29.1pp |
| Annual return | 12.20% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,694 | $2,692-37.0% | $3,660-53.7% | $2,471-31.4% |
| Participant deferral / active EE | $3,782 | $3,282+15.2% | $4,370-13.5% | $3,740+1.1% |
| Admin fee / account holder | $2,329 | $4,400-47.1% | $5,945-60.8% | $5,306-56.1% |