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 | $31,915 | $77,813-59.0% | $123,544-74.2% | $64,186-50.3% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.7pp | 69.6%+29.4pp |
| Annual return | 1.69% | 12.48%-10.8pp | 119.20%-117.5pp | 7.63%-5.9pp |
| Employer contribution / active EE | $2,700 | $3,014-10.4% | $4,628-41.7% | $2,381+13.4% |
| Participant deferral / active EE | $6,284 | $5,240+19.9% | $6,426-2.2% | $3,470+81.1% |
| Admin fee / account holder | $5,697 | $5,519+3.2% | $9,284-38.6% | $4,888+16.6% |