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 | $58,089 | $65,365-11.1% | $92,893-37.5% | $72,985-20.4% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 22.03% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,070 | $2,594-58.8% | $3,653-70.7% | $2,440-56.2% |
| Participant deferral / active EE | $3,785 | $3,128+21.0% | $4,236-10.6% | $3,607+4.9% |
| Admin fee / account holder | $431 | $4,251-89.9% | $5,794-92.6% | $5,124-91.6% |