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 | $33,868 | $65,041-47.9% | $90,951-62.8% | $79,858-57.6% |
| Participation rate | 71.8% | 61.6%+10.2pp | 69.0%+2.8pp | 69.6%+2.2pp |
| Annual return | 15.66% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $733 | $1,247-41.2% | $2,122-65.5% | $2,471-70.3% |
| Participant deferral / active EE | $3,093 | $2,512+23.1% | $3,373-8.3% | $3,740-17.3% |
| Admin fee / account holder | $1,609 | $4,536-64.5% | $5,959-73.0% | $5,306-69.7% |