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 | $46,766 | $91,190-48.7% | $178,490-73.8% | $79,858-41.4% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.6pp | 69.6%+3.7pp |
| Annual return | 14.73% | 24.19%-9.5pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,134 | $3,256-65.2% | $5,011-77.4% | $2,471-54.1% |
| Participant deferral / active EE | $3,996 | $3,236+23.5% | $5,202-23.2% | $3,740+6.8% |
| Admin fee / account holder | $1,670 | $6,751-75.3% | $13,984-88.1% | $5,306-68.5% |