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 | $42,099 | $109,413-61.5% | $156,263-73.1% | $84,808-50.4% |
| Participation rate | 92.4% | 72.7%+19.7pp | 78.9%+13.5pp | 68.3%+24.1pp |
| Annual return | 14.61% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,147 | $2,907-26.1% | $4,333-50.5% | $2,631-18.4% |
| Participant deferral / active EE | $5,510 | $4,590+20.1% | $6,158-10.5% | $4,212+30.8% |
| Admin fee / account holder | $6,282 | $9,357-32.9% | $14,255-55.9% | $7,344-14.5% |