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 | $32,722 | $58,828-44.4% | $77,999-58.0% | $62,891-48.0% |
| Participation rate | 71.2% | 71.1%+0.1pp | 75.5%-4.4pp | 69.3%+1.8pp |
| Annual return | 9.64% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,008 | $1,672+20.1% | $2,470-18.7% | $2,281-12.0% |
| Participant deferral / active EE | $3,232 | $2,686+20.3% | $3,497-7.6% | $3,203+0.9% |
| Admin fee / account holder | $981 | $4,393-77.7% | $5,480-82.1% | $4,296-77.2% |