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 | $24,250 | $89,753-73.0% | $107,525-77.4% | $84,808-71.4% |
| Participation rate | 70.6% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.3pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,591 | $3,113-48.9% | $3,754-57.6% | $2,631-39.5% |
| Participant deferral / active EE | $3,006 | $4,056-25.9% | $5,116-41.2% | $4,212-28.6% |
| Admin fee / account holder | $1,781 | $7,222-75.3% | $8,919-80.0% | $7,344-75.7% |