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 | $38,205 | $74,927-49.0% | $101,794-62.5% | $84,808-55.0% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.2%+23.1pp | 68.3%+24.0pp |
| Annual return | 13.36% | 18.70%-5.3pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,022 | $1,522-32.8% | $2,289-55.3% | $2,631-61.1% |
| Participant deferral / active EE | $3,551 | $3,099+14.6% | $4,084-13.0% | $4,212-15.7% |
| Admin fee / account holder | $1,837 | $6,514-71.8% | $8,777-79.1% | $7,344-75.0% |