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 | $32,632 | $77,634-58.0% | $156,549-79.2% | $62,891-48.1% |
| Participation rate | 91.8% | 71.2%+20.6pp | 84.0%+7.8pp | 69.3%+22.5pp |
| Annual return | 6.94% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,219 | $3,444-6.5% | $5,501-41.5% | $2,281+41.1% |
| Participant deferral / active EE | $1,176 | $3,045-61.4% | $4,871-75.9% | $3,203-63.3% |
| Admin fee / account holder | $4,442 | $5,561-20.1% | $13,027-65.9% | $4,296+3.4% |