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 | $34,362 | $45,073-23.8% | $69,455-50.5% | $72,985-52.9% |
| Participation rate | 91.9% | 68.5%+23.4pp | 74.6%+17.3pp | 69.5%+22.4pp |
| Annual return | 18.12% | 22.65%-4.5pp | 28.97%-10.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,151 | $2,054+4.7% | $2,779-22.6% | $2,440-11.8% |
| Participant deferral / active EE | $1,939 | $2,602-25.5% | $3,535-45.2% | $3,607-46.3% |
| Admin fee / account holder | $3,917 | $3,056+28.2% | $3,839+2.0% | $5,124-23.6% |