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 | $25,434 | $103,376-75.4% | $87,100-70.8% | $152,861-83.4% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 26.87% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,812 | $3,220-12.7% | $2,521+11.5% | $4,762-41.0% |
| Participant deferral / active EE | $3,345 | $4,778-30.0% | $4,049-17.4% | $5,850-42.8% |
| Admin fee / account holder | $496 | $12,205-95.9% | $7,497-93.4% | $11,596-95.7% |