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 9-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 | $34,511 | $77,660-55.6% | $109,143-68.4% | $79,386-56.5% |
| Participation rate | 74.8% | 67.8%+7.0pp | 75.9%-1.1pp | 70.7%+4.1pp |
| Annual return | 13.68% | 23.44%-9.8pp | 25.75%-12.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,053 | $2,797-26.6% | $3,722-44.9% | $2,427-15.4% |
| Participant deferral / active EE | $3,563 | $3,518+1.3% | $4,653-23.4% | $4,046-11.9% |
| Admin fee / account holder | $2,135 | $732+191.6% | $6,752-68.4% | $626+240.9% |