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 | $34,104 | $56,897-40.1% | $84,750-59.8% | $62,891-45.8% |
| Participation rate | 85.1% | 68.5%+16.6pp | 76.6%+8.5pp | 69.3%+15.8pp |
| Annual return | 7.98% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,819 | $2,400+100.8% | $3,574+34.8% | $2,281+111.3% |
| Participant deferral / active EE | $9,093 | $2,709+235.7% | $3,712+145.0% | $3,203+183.9% |
| Admin fee / account holder | $9,797 | $3,581+173.6% | $5,332+83.7% | $4,296+128.1% |