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 | $30,475 | $78,422-61.1% | $95,952-68.2% | $79,858-61.8% |
| Participation rate | 70.1% | 73.5%-3.4pp | 77.1%-6.9pp | 69.6%+0.5pp |
| Annual return | 19.94% | 19.37%+0.6pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,703 | $1,945-12.5% | $2,541-33.0% | $2,471-31.1% |
| Participant deferral / active EE | $4,821 | $3,440+40.2% | $4,167+15.7% | $3,740+28.9% |
| Admin fee / account holder | $2,929 | $5,622-47.9% | $6,795-56.9% | $5,306-44.8% |