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 | $25,064 | $62,573-59.9% | $85,682-70.7% | $85,850-70.8% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.9%+28.1pp | 69.3%+28.7pp |
| Annual return | 28.70% | 23.77%+4.9pp | 21.49%+7.2pp | 318.53%-289.8pp |
| Employer contribution / active EE | $1,932 | $1,757+10.0% | $2,618-26.2% | $2,565-24.7% |
| Participant deferral / active EE | $2,189 | $2,802-21.9% | $3,923-44.2% | $3,952-44.6% |
| Admin fee / account holder | $4,551 | $4,640-1.9% | $6,873-33.8% | $6,260-27.3% |