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 | $32,891 | $73,933-55.5% | $96,683-66.0% | $75,163-56.2% |
| Participation rate | 80.4% | 66.4%+13.9pp | 74.3%+6.0pp | 67.2%+13.2pp |
| Annual return | 19.09% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,440 | $2,928+17.5% | $3,737-7.9% | $2,670+28.8% |
| Participant deferral / active EE | $1,548 | $3,659-57.7% | $4,878-68.3% | $4,125-62.5% |
| Admin fee / account holder | $1,051 | $5,216-79.9% | $6,730-84.4% | $5,651-81.4% |