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 | $37,326 | $109,413-65.9% | $156,263-76.1% | $84,808-56.0% |
| Participation rate | 93.6% | 72.7%+20.9pp | 78.9%+14.7pp | 68.3%+25.3pp |
| Annual return | 15.03% | 20.18%-5.2pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,382 | $2,907-18.0% | $4,333-45.0% | $2,631-9.5% |
| Participant deferral / active EE | $4,611 | $4,590+0.5% | $6,158-25.1% | $4,212+9.5% |
| Admin fee / account holder | $2,113 | $9,357-77.4% | $14,255-85.2% | $7,344-71.2% |