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 | $47,580 | $65,041-26.8% | $90,951-47.7% | $79,858-40.4% |
| Participation rate | 71.0% | 61.6%+9.4pp | 69.0%+2.0pp | 69.6%+1.3pp |
| Annual return | 12.52% | 30.45%-17.9pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,593 | $1,247+27.7% | $2,122-24.9% | $2,471-35.5% |
| Participant deferral / active EE | $2,219 | $2,512-11.7% | $3,373-34.2% | $3,740-40.7% |
| Admin fee / account holder | $1,153 | $4,536-74.6% | $5,959-80.7% | $5,306-78.3% |