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 | $32,807 | $73,933-55.6% | $96,683-66.1% | $75,163-56.4% |
| Participation rate | 83.7% | 66.4%+17.3pp | 74.3%+9.4pp | 67.2%+16.5pp |
| Annual return | 17.41% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,915 | $2,928-0.4% | $3,737-22.0% | $2,670+9.2% |
| Participant deferral / active EE | $1,964 | $3,659-46.3% | $4,878-59.7% | $4,125-52.4% |
| Admin fee / account holder | $3,766 | $5,216-27.8% | $6,730-44.0% | $5,651-33.4% |