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 | $36,870 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 17.83% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,287 | $2,761+91.5% | $4,305+22.8% | $2,631+101.0% |
| Participant deferral / active EE | $1,509 | $3,303-54.3% | $5,540-72.8% | $4,212-64.2% |
| Admin fee / account holder | $4,670 | $6,746-30.8% | $14,329-67.4% | $7,344-36.4% |