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 | $27,743 | $72,012-61.5% | $185,823-85.1% | $79,858-65.3% |
| Participation rate | 72.1% | 65.8%+6.3pp | 78.0%-6.0pp | 69.6%+2.4pp |
| Annual return | 23.76% | 23.12%+0.6pp | 35.95%-12.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,916 | $1,965-2.5% | $4,087-53.1% | $2,471-22.4% |
| Participant deferral / active EE | $2,178 | $3,779-42.4% | $5,632-61.3% | $3,740-41.8% |
| Admin fee / account holder | $2,234 | $4,513-50.5% | $9,500-76.5% | $5,306-57.9% |