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 | $40,151 | $80,717-50.3% | $154,803-74.1% | $84,808-52.7% |
| Participation rate | 90.1% | 66.8%+23.3pp | 78.1%+12.0pp | 68.3%+21.8pp |
| Annual return | 16.57% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $446 | $2,761-83.8% | $4,305-89.6% | $2,631-83.0% |
| Participant deferral / active EE | $3,377 | $3,303+2.2% | $5,540-39.0% | $4,212-19.8% |
| Admin fee / account holder | $2,025 | $6,746-70.0% | $14,329-85.9% | $7,344-72.4% |