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 | $34,787 | $80,968-57.0% | $96,544-64.0% | $75,163-53.7% |
| Participation rate | 86.2% | 71.8%+14.4pp | 76.0%+10.2pp | 67.2%+19.0pp |
| Annual return | 27.85% | 27.06%+0.8pp | 25.84%+2.0pp | 160.62%-132.8pp |
| Employer contribution / active EE | $1,866 | $2,282-18.2% | $2,965-37.1% | $2,670-30.1% |
| Participant deferral / active EE | $4,453 | $3,928+13.4% | $4,851-8.2% | $4,125+7.9% |
| Admin fee / account holder | $1,661 | $6,724-75.3% | $8,252-79.9% | $5,651-70.6% |