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 | $25,590 | $93,071-72.5% | $74,583-65.7% | $273,961-90.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 10.71% | 26.18%-15.5pp | 20.47%-9.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $9,884 | $3,160+212.8% | $2,525+291.5% | $4,869+103.0% |
| Participant deferral / active EE | $5,167 | $4,160+24.2% | $3,458+49.4% | $5,287-2.3% |
| Admin fee / account holder | $1,731 | $5,272-67.2% | $4,138-58.2% | $10,132-82.9% |