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 | $39,585 | $92,985-57.4% | $153,485-74.2% | $80,856-51.0% |
| Participation rate | 88.9% | 69.0%+19.9pp | 77.1%+11.8pp | 67.6%+21.3pp |
| Annual return | 22.51% | 19.95%+2.6pp | 15.65%+6.9pp | 35.59%-13.1pp |
| Employer contribution / active EE | $2,981 | $3,507-15.0% | $5,039-40.8% | $2,755+8.2% |
| Participant deferral / active EE | $4,702 | $5,178-9.2% | $6,757-30.4% | $4,296+9.5% |
| Admin fee / account holder | $4,626 | $8,880-47.9% | $12,724-63.6% | $6,918-33.1% |