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 | $36,672 | $94,625-61.2% | $116,228-68.4% | $84,808-56.8% |
| Participation rate | 85.0% | 70.4%+14.6pp | 74.6%+10.4pp | 68.3%+16.7pp |
| Annual return | 18.18% | 20.40%-2.2pp | 90.06%-71.9pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,410 | $2,347+2.7% | $2,994-19.5% | $2,631-8.4% |
| Participant deferral / active EE | $6,543 | $3,972+64.7% | $4,953+32.1% | $4,212+55.4% |
| Admin fee / account holder | $5,012 | $10,091-50.3% | $11,989-58.2% | $7,344-31.7% |