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 | $39,084 | $68,547-43.0% | $120,354-67.5% | $80,856-51.7% |
| Participation rate | 70.0% | 61.6%+8.4pp | 71.9%-1.9pp | 67.6%+2.4pp |
| Annual return | 17.08% | 23.60%-6.5pp | 107.15%-90.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,237 | $2,051+9.0% | $3,463-35.4% | $2,755-18.8% |
| Participant deferral / active EE | $4,468 | $3,173+40.8% | $4,991-10.5% | $4,296+4.0% |
| Admin fee / account holder | $1,679 | $5,732-70.7% | $9,423-82.2% | $6,918-75.7% |