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 | $30,971 | $64,480-52.0% | $81,382-61.9% | $80,856-61.7% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.3pp | 67.6%+22.2pp |
| Annual return | 15.10% | 16.34%-1.2pp | 24.73%-9.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,082 | $1,978+5.2% | $2,463-15.5% | $2,755-24.4% |
| Participant deferral / active EE | $3,044 | $3,094-1.6% | $3,883-21.6% | $4,296-29.1% |
| Admin fee / account holder | $5,127 | $5,671-9.6% | $5,768-11.1% | $6,918-25.9% |