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 | $41,059 | $81,248-49.5% | $155,509-73.6% | $80,856-49.2% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 10.98% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,200 | $3,100+35.5% | $4,672-10.1% | $2,755+52.5% |
| Participant deferral / active EE | $4,509 | $3,452+30.6% | $5,626-19.9% | $4,296+5.0% |
| Admin fee / account holder | $6,051 | $7,997-24.3% | $15,912-62.0% | $6,918-12.5% |