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 | $24,581 | $49,227-50.1% | $70,449-65.1% | $79,858-69.2% |
| Participation rate | 72.0% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.4pp |
| Annual return | 6.11% | 30.06%-24.0pp | 109.03%-102.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $2,830 | $2,099+34.8% | $2,737+3.4% | $2,471+14.5% |
| Participant deferral / active EE | $2,918 | $2,768+5.4% | $3,709-21.3% | $3,740-22.0% |
| Admin fee / account holder | $2,008 | $2,878-30.2% | $3,845-47.8% | $5,306-62.2% |