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 | $33,124 | $78,422-57.8% | $95,952-65.5% | $79,858-58.5% |
| Participation rate | 72.9% | 73.5%-0.6pp | 77.1%-4.2pp | 69.6%+3.3pp |
| Annual return | 23.93% | 19.37%+4.6pp | 91.61%-67.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,604 | $3,440+62.9% | $4,167+34.5% | $3,740+49.8% |
| Admin fee / account holder | $4,073 | $5,622-27.5% | $6,795-40.1% | $5,306-23.2% |