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 | $39,583 | $91,552-56.8% | $133,956-70.5% | $79,858-50.4% |
| Participation rate | 71.2% | 73.3%-2.1pp | 79.8%-8.6pp | 69.6%+1.6pp |
| Annual return | 16.53% | 61.85%-45.3pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,984 | $2,384-16.8% | $3,919-49.4% | $2,471-19.7% |
| Participant deferral / active EE | $3,869 | $3,733+3.6% | $5,048-23.4% | $3,740+3.4% |
| Admin fee / account holder | $2,897 | $6,321-54.2% | $8,927-67.6% | $5,306-45.4% |