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 | $20,067 | $57,541-65.1% | $95,745-79.0% | $75,163-73.3% |
| Participation rate | 73.8% | 62.5%+11.3pp | 72.3%+1.5pp | 67.2%+6.6pp |
| Annual return | 17.87% | 34.93%-17.1pp | 28.35%-10.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,464 | $1,808-19.0% | $2,835-48.4% | $2,670-45.2% |
| Participant deferral / active EE | $3,288 | $3,074+7.0% | $4,245-22.5% | $4,125-20.3% |
| Admin fee / account holder | $302 | $4,099-92.6% | $5,678-94.7% | $5,651-94.6% |