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 | $28,104 | $91,190-69.2% | $178,490-84.3% | $79,858-64.8% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 21.12% | 24.19%-3.1pp | 151.07%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,219 | $3,256-62.6% | $5,011-75.7% | $2,471-50.7% |
| Participant deferral / active EE | $2,097 | $3,236-35.2% | $5,202-59.7% | $3,740-43.9% |
| Admin fee / account holder | $974 | $6,751-85.6% | $13,984-93.0% | $5,306-81.6% |