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 | $32,208 | $91,190-64.7% | $178,490-82.0% | $79,858-59.7% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 28.80% | 24.19%+4.6pp | 151.07%-122.3pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,139 | $3,256-65.0% | $5,011-77.3% | $2,471-53.9% |
| Participant deferral / active EE | $3,053 | $3,236-5.7% | $5,202-41.3% | $3,740-18.4% |
| Admin fee / account holder | $3,936 | $6,751-41.7% | $13,984-71.9% | $5,306-25.8% |