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 | $24,408 | $96,484-74.7% | $75,886-67.8% | $152,861-84.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 18.48% | 33.98%-15.5pp | 30.76%-12.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,482 | $3,309-55.2% | $2,500-40.7% | $4,762-68.9% |
| Participant deferral / active EE | $2,555 | $4,553-43.9% | $3,603-29.1% | $5,850-56.3% |
| Admin fee / account holder | $399 | $8,078-95.1% | $5,418-92.6% | $11,596-96.6% |