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 | $41,304 | $95,803-56.9% | $113,168-63.5% | $84,808-51.3% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.3pp |
| Annual return | 31.93% | 25.00%+6.9pp | 24.27%+7.7pp | 40.90%-9.0pp |
| Employer contribution / active EE | $1,297 | $2,360-45.0% | $2,975-56.4% | $2,631-50.7% |
| Participant deferral / active EE | $4,463 | $4,242+5.2% | $5,107-12.6% | $4,212+6.0% |
| Admin fee / account holder | $6,730 | $8,989-25.1% | $12,068-44.2% | $7,344-8.4% |