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 | $33,393 | $86,286-61.3% | $111,297-70.0% | $85,850-61.1% |
| Participation rate | 72.2% | 73.3%-1.1pp | 77.3%-5.1pp | 69.3%+2.9pp |
| Annual return | 11.81% | 19.99%-8.2pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,089 | $2,043+2.2% | $2,731-23.5% | $2,565-18.6% |
| Participant deferral / active EE | $3,718 | $3,641+2.1% | $4,487-17.1% | $3,952-5.9% |
| Admin fee / account holder | $3,961 | $8,188-51.6% | $7,964-50.3% | $6,260-36.7% |