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 | $32,166 | $80,717-60.1% | $154,803-79.2% | $84,808-62.1% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 16.07% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,467 | $2,761-46.9% | $4,305-65.9% | $2,631-44.3% |
| Participant deferral / active EE | $3,441 | $3,303+4.2% | $5,540-37.9% | $4,212-18.3% |
| Admin fee / account holder | $2,704 | $6,746-59.9% | $14,329-81.1% | $7,344-63.2% |