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 | $36,197 | $48,750-25.8% | $88,946-59.3% | $74,304-51.3% |
| Participation rate | 75.0% | 44.5%+30.5pp | 68.8%+6.2pp | 60.3%+14.7pp |
| Annual return | 32.02% | 25.91%+6.1pp | 57.82%-25.8pp | 29.43%+2.6pp |
| Employer contribution / active EE | $1,967 | $1,255+56.7% | $2,555-23.0% | $2,241-12.2% |
| Participant deferral / active EE | $5,938 | $2,423+145.0% | $4,581+29.6% | $3,767+57.6% |
| Admin fee / account holder | $2,717 | $3,756-27.7% | $8,261-67.1% | $2,969-8.5% |