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 | $40,523 | $78,926-48.7% | $136,749-70.4% | $84,808-52.2% |
| Participation rate | 93.1% | 62.2%+30.9pp | 72.1%+21.0pp | 68.3%+24.8pp |
| Annual return | 15.14% | 18.17%-3.0pp | 24.33%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,069 | $2,134+90.7% | $3,400+19.7% | $2,631+54.7% |
| Participant deferral / active EE | $1,889 | $3,168-40.4% | $4,692-59.7% | $4,212-55.1% |
| Admin fee / account holder | $4,530 | $6,369-28.9% | $11,386-60.2% | $7,344-38.3% |