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 | $34,841 | $80,717-56.8% | $154,803-77.5% | $84,808-58.9% |
| Participation rate | 94.5% | 66.8%+27.7pp | 78.1%+16.5pp | 68.3%+26.2pp |
| Annual return | 15.86% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,747 | $2,761+35.7% | $4,305-13.0% | $2,631+42.4% |
| Participant deferral / active EE | $2,552 | $3,303-22.8% | $5,540-53.9% | $4,212-39.4% |
| Admin fee / account holder | $5,734 | $6,746-15.0% | $14,329-60.0% | $7,344-21.9% |