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 | $35,474 | $104,251-66.0% | $91,001-61.0% | $147,584-76.0% |
| Participation rate | 85.0% | 78.2%+6.8pp | 75.6%+9.4pp | 82.8%+2.2pp |
| Annual return | 10.25% | 27.06%-16.8pp | 4.60%+5.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,602 | $3,116-48.6% | $2,456-34.8% | $4,876-67.2% |
| Participant deferral / active EE | $3,945 | $4,195-6.0% | $3,547+11.2% | $5,439-27.5% |
| Admin fee / account holder | $1,381 | $8,948-84.6% | $5,417-74.5% | $10,885-87.3% |