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 | $30,952 | $140,588-78.0% | $123,104-74.9% | $125,391-75.3% |
| Participation rate | 82.4% | 88.2%-5.8pp | 86.8%-4.4pp | 83.2%-0.8pp |
| Annual return | 3.90% | 16.80%-12.9pp | 13.22%-9.3pp | 282.22%-278.3pp |
| Employer contribution / active EE | $2,007 | $6,041-66.8% | $5,151-61.0% | $4,866-58.8% |
| Participant deferral / active EE | $5,698 | $6,980-18.4% | $6,230-8.5% | $5,352+6.5% |
| Admin fee / account holder | $894 | $11,198-92.0% | $9,015-90.1% | $9,540-90.6% |