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 | $40,908 | $59,839-31.6% | $81,983-50.1% | $79,858-48.8% |
| Participation rate | 97.8% | 61.6%+36.2pp | 69.2%+28.6pp | 69.6%+28.2pp |
| Annual return | 14.32% | 17.56%-3.2pp | 41.31%-27.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,043 | $1,713+77.6% | $2,498+21.8% | $2,471+23.1% |
| Participant deferral / active EE | $3,071 | $2,695+14.0% | $3,722-17.5% | $3,740-17.9% |
| Admin fee / account holder | $2,694 | $4,287-37.2% | $5,664-52.4% | $5,306-49.2% |