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 | $40,854 | $78,422-47.9% | $95,952-57.4% | $79,858-48.8% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+6.0pp |
| Annual return | 14.50% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,297 | $1,945+18.1% | $2,541-9.6% | $2,471-7.0% |
| Participant deferral / active EE | $2,970 | $3,440-13.7% | $4,167-28.7% | $3,740-20.6% |
| Admin fee / account holder | $5,035 | $5,622-10.4% | $6,795-25.9% | $5,306-5.1% |