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 | $38,037 | $215,361-82.3% | $171,082-77.8% | $273,961-86.1% |
| Participation rate | 78.3% | 82.0%-3.8pp | 76.7%+1.6pp | 83.0%-4.8pp |
| Annual return | 12.66% | 25.14%-12.5pp | 32.56%-19.9pp | 41.45%-28.8pp |
| Employer contribution / active EE | $935 | $4,967-81.2% | $4,002-76.6% | $4,869-80.8% |
| Participant deferral / active EE | $2,455 | $5,543-55.7% | $4,797-48.8% | $5,287-53.6% |
| Admin fee / account holder | $7,502 | $10,846-30.8% | $8,520-11.9% | $10,132-26.0% |