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 | $31,322 | $80,968-61.3% | $96,544-67.6% | $75,163-58.3% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 15.45% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,131 | $2,282-6.6% | $2,965-28.1% | $2,670-20.2% |
| Participant deferral / active EE | $3,297 | $3,928-16.1% | $4,851-32.0% | $4,125-20.1% |
| Admin fee / account holder | $4,828 | $6,724-28.2% | $8,252-41.5% | $5,651-14.6% |