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 | $20,640 | $80,717-74.4% | $154,803-86.7% | $84,808-75.7% |
| Participation rate | 78.3% | 66.8%+11.5pp | 78.1%+0.2pp | 68.3%+10.0pp |
| Annual return | 33.46% | 37.96%-4.5pp | 58.88%-25.4pp | 40.90%-7.4pp |
| Employer contribution / active EE | $2,807 | $2,761+1.6% | $4,305-34.8% | $2,631+6.7% |
| Participant deferral / active EE | $3,044 | $3,303-7.8% | $5,540-45.1% | $4,212-27.7% |
| Admin fee / account holder | $2,286 | $6,746-66.1% | $14,329-84.0% | $7,344-68.9% |