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 | $25,359 | $72,012-64.8% | $185,823-86.4% | $79,858-68.2% |
| Participation rate | 84.2% | 65.8%+18.4pp | 78.0%+6.2pp | 69.6%+14.6pp |
| Annual return | 18.63% | 23.12%-4.5pp | 35.95%-17.3pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,935 | $1,965-1.5% | $4,087-52.7% | $2,471-21.7% |
| Participant deferral / active EE | $5,488 | $3,779+45.2% | $5,632-2.6% | $3,740+46.7% |
| Admin fee / account holder | $517 | $4,513-88.5% | $9,500-94.6% | $5,306-90.3% |