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 | $32,835 | $91,552-64.1% | $133,956-75.5% | $79,858-58.9% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 21.92% | 61.85%-39.9pp | 45.09%-23.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,605 | $2,384-32.7% | $3,919-59.1% | $2,471-35.1% |
| Participant deferral / active EE | $4,173 | $3,733+11.8% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $3,055 | $6,321-51.7% | $8,927-65.8% | $5,306-42.4% |