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 | $29,326 | $69,515-57.8% | $86,874-66.2% | $85,850-65.8% |
| Participation rate | 96.6% | 66.3%+30.2pp | 71.6%+24.9pp | 69.3%+27.2pp |
| Annual return | 14.21% | 20.12%-5.9pp | 63.52%-49.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,504 | $1,880-20.0% | $2,495-39.7% | $2,565-41.4% |
| Participant deferral / active EE | $1,991 | $2,919-31.8% | $3,699-46.2% | $3,952-49.6% |
| Admin fee / account holder | $2,466 | $5,972-58.7% | $5,828-57.7% | $6,260-60.6% |