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 | $25,494 | $61,774-58.7% | $97,226-73.8% | $80,856-68.5% |
| Participation rate | 73.0% | 63.5%+9.5pp | 72.7%+0.3pp | 67.6%+5.3pp |
| Annual return | 12.69% | -557.90%+570.6pp | 75.13%-62.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,874 | $1,837+2.1% | $2,729-31.3% | $2,755-32.0% |
| Participant deferral / active EE | $4,049 | $3,029+33.7% | $4,264-5.0% | $4,296-5.7% |
| Admin fee / account holder | $747 | $5,166-85.5% | $5,654-86.8% | $6,918-89.2% |