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 | $25,678 | $89,355-71.3% | $141,162-81.8% | $72,985-64.8% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 24.94% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,782 | $3,114-10.7% | $4,735-41.3% | $2,440+14.0% |
| Participant deferral / active EE | $5,013 | $5,418-7.5% | $6,709-25.3% | $3,607+39.0% |
| Admin fee / account holder | $1,572 | $5,958-73.6% | $10,261-84.7% | $5,124-69.3% |