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 | $17,342 | $99,341-82.5% | $84,750-79.5% | $273,961-93.7% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 8.85% | 22.93%-14.1pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $8,561 | $4,214+103.2% | $3,574+139.5% | $4,869+75.8% |
| Participant deferral / active EE | $2,424 | $4,269-43.2% | $3,712-34.7% | $5,287-54.2% |
| Admin fee / account holder | $8,489 | $6,644+27.8% | $5,332+59.2% | $10,132-16.2% |