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 | $30,012 | $72,012-58.3% | $185,823-83.8% | $79,858-62.4% |
| Participation rate | 81.0% | 65.8%+15.2pp | 78.0%+2.9pp | 69.6%+11.3pp |
| Annual return | 21.70% | 23.12%-1.4pp | 35.95%-14.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,257 | $1,965-36.0% | $4,087-69.2% | $2,471-49.1% |
| Participant deferral / active EE | $4,643 | $3,779+22.9% | $5,632-17.6% | $3,740+24.1% |
| Admin fee / account holder | $2,148 | $4,513-52.4% | $9,500-77.4% | $5,306-59.5% |