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 | $35,478 | $89,355-60.3% | $141,162-74.9% | $72,985-51.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 27.00% | 111.85%-84.9pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,627 | $3,114-15.7% | $4,735-44.5% | $2,440+7.7% |
| Participant deferral / active EE | $4,469 | $5,418-17.5% | $6,709-33.4% | $3,607+23.9% |
| Admin fee / account holder | $2,023 | $5,958-66.0% | $10,261-80.3% | $5,124-60.5% |