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 | $33,851 | $62,573-45.9% | $85,682-60.5% | $85,850-60.6% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.9%+22.2pp | 69.3%+22.8pp |
| Annual return | 15.59% | 23.77%-8.2pp | 21.49%-5.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $4,441 | $1,757+152.8% | $2,618+69.6% | $2,565+73.1% |
| Participant deferral / active EE | $1,452 | $2,802-48.2% | $3,923-63.0% | $3,952-63.3% |
| Admin fee / account holder | $2,474 | $4,640-46.7% | $6,873-64.0% | $6,260-60.5% |