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 | $31,358 | $86,929-63.9% | $102,423-69.4% | $80,856-61.2% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 20.15% | 18.88%+1.3pp | 29.32%-9.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,714 | $2,369-27.6% | $3,023-43.3% | $2,755-37.8% |
| Participant deferral / active EE | $3,242 | $4,118-21.3% | $5,053-35.8% | $4,296-24.5% |
| Admin fee / account holder | $6,441 | $8,049-20.0% | $9,451-31.8% | $6,918-6.9% |