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 | $28,229 | $56,277-49.8% | $80,975-65.1% | $62,891-55.1% |
| Participation rate | 95.7% | 69.0%+26.8pp | 75.8%+19.9pp | 69.3%+26.4pp |
| Annual return | 10.43% | 22.12%-11.7pp | 17.10%-6.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $3,373 | $1,943+73.6% | $3,714-9.2% | $2,281+47.9% |
| Participant deferral / active EE | $5,883 | $4,195+40.2% | $5,696+3.3% | $3,203+83.7% |
| Admin fee / account holder | $2,206 | $3,741-41.0% | $5,516-60.0% | $4,296-48.6% |