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 | $35,877 | $78,705-54.4% | $117,854-69.6% | $70,131-48.8% |
| Participation rate | 75.5% | 73.2%+2.3pp | 79.7%-4.2pp | 69.5%+5.9pp |
| Annual return | 16.61% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,142 | $2,223-3.7% | $3,786-43.4% | $2,342-8.5% |
| Participant deferral / active EE | $4,076 | $3,297+23.6% | $4,482-9.1% | $3,332+22.3% |
| Admin fee / account holder | $712 | $5,065-85.9% | $8,020-91.1% | $4,645-84.7% |