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 | $31,981 | $55,706-42.6% | $75,886-57.9% | $72,985-56.2% |
| Participation rate | 94.9% | 61.1%+33.8pp | 69.3%+25.6pp | 69.5%+25.4pp |
| Annual return | 18.48% | 27.59%-9.1pp | 30.76%-12.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,494 | $1,687+47.9% | $2,500-0.2% | $2,440+2.2% |
| Participant deferral / active EE | $2,794 | $2,634+6.1% | $3,603-22.5% | $3,607-22.5% |
| Admin fee / account holder | $3,577 | $3,978-10.1% | $5,418-34.0% | $5,124-30.2% |