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 | $37,413 | $58,828-36.4% | $77,999-52.0% | $62,891-40.5% |
| Participation rate | 93.3% | 71.1%+22.3pp | 75.5%+17.8pp | 69.3%+24.0pp |
| Annual return | 6.78% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,437 | $1,672+45.8% | $2,470-1.3% | $2,281+6.8% |
| Participant deferral / active EE | $2,143 | $2,686-20.2% | $3,497-38.7% | $3,203-33.1% |
| Admin fee / account holder | $1,240 | $4,393-71.8% | $5,480-77.4% | $4,296-71.1% |