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 | $33,589 | $98,750-66.0% | $149,696-77.6% | $79,858-57.9% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.8pp |
| Annual return | 29.64% | 27.43%+2.2pp | 276.60%-247.0pp | 31.71%-2.1pp |
| Employer contribution / active EE | $1,679 | $3,216-47.8% | $4,644-63.9% | $2,471-32.1% |
| Participant deferral / active EE | $2,922 | $5,680-48.6% | $6,842-57.3% | $3,740-21.9% |
| Admin fee / account holder | $1,249 | $6,053-79.4% | $9,309-86.6% | $5,306-76.5% |