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 | $17,755 | $49,227-63.9% | $70,449-74.8% | $79,858-77.8% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 69.6%+26.9pp |
| Annual return | 29.37% | 30.06%-0.7pp | 109.03%-79.7pp | 31.71%-2.3pp |
| Employer contribution / active EE | $2,466 | $2,099+17.5% | $2,737-9.9% | $2,471-0.2% |
| Participant deferral / active EE | $5,795 | $2,768+109.4% | $3,709+56.3% | $3,740+54.9% |
| Admin fee / account holder | $1,251 | $2,878-56.5% | $3,845-67.5% | $5,306-76.4% |