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 | $36,321 | $72,012-49.6% | $185,823-80.5% | $79,858-54.5% |
| Participation rate | 97.9% | 65.8%+32.2pp | 78.0%+19.9pp | 69.6%+28.3pp |
| Annual return | 18.01% | 23.12%-5.1pp | 35.95%-17.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,128 | $1,965+8.3% | $4,087-48.0% | $2,471-13.9% |
| Participant deferral / active EE | $4,087 | $3,779+8.2% | $5,632-27.4% | $3,740+9.3% |
| Admin fee / account holder | $395 | $4,513-91.3% | $9,500-95.8% | $5,306-92.6% |