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 | $30,638 | $72,277-57.6% | $101,248-69.7% | $79,858-61.6% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | 13.57% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,313 | $2,692-14.1% | $3,660-36.8% | $2,471-6.4% |
| Participant deferral / active EE | $3,973 | $3,282+21.1% | $4,370-9.1% | $3,740+6.2% |
| Admin fee / account holder | $3,212 | $4,400-27.0% | $5,945-46.0% | $5,306-39.5% |