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 | $23,543 | $95,266-75.3% | $82,389-71.4% | $142,382-83.5% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.5%+26.1pp | 80.1%+15.5pp |
| Annual return | 12.27% | 25.74%-13.5pp | 28.67%-16.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,672 | $2,991-10.7% | $2,517+6.2% | $4,299-37.8% |
| Participant deferral / active EE | $4,377 | $4,809-9.0% | $4,155+5.3% | $6,507-32.7% |
| Admin fee / account holder | $1,832 | $8,563-78.6% | $7,231-74.7% | $12,624-85.5% |