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 9-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 | $32,150 | $72,177-55.5% | $115,037-72.1% | $59,632-46.1% |
| Participation rate | 73.0% | 72.6%+0.4pp | 81.4%-8.4pp | 68.7%+4.3pp |
| Annual return | 15.51% | 12.02%+3.5pp | 26.14%-10.6pp | 2041.28%-2025.8pp |
| Employer contribution / active EE | $2,072 | $2,841-27.1% | $4,608-55.0% | $2,203-6.0% |
| Participant deferral / active EE | $4,962 | $4,783+3.7% | $6,026-17.7% | $3,192+55.5% |
| Admin fee / account holder | $706 | $4,927-85.7% | $8,175-91.4% | $4,297-83.6% |