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 | $38,720 | $91,552-57.7% | $133,956-71.1% | $79,858-51.5% |
| Participation rate | 79.1% | 73.3%+5.8pp | 79.8%-0.7pp | 69.6%+9.5pp |
| Annual return | 13.04% | 61.85%-48.8pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,451 | $2,384-39.1% | $3,919-63.0% | $2,471-41.3% |
| Participant deferral / active EE | $1,838 | $3,733-50.8% | $5,048-63.6% | $3,740-50.9% |
| Admin fee / account holder | $2,368 | $6,321-62.5% | $8,927-73.5% | $5,306-55.4% |