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 | $25,776 | $89,753-71.3% | $107,525-76.0% | $84,808-69.6% |
| Participation rate | 82.9% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.6pp |
| Annual return | 30.69% | 29.48%+1.2pp | 181.32%-150.6pp | 40.90%-10.2pp |
| Employer contribution / active EE | $2,622 | $3,113-15.8% | $3,754-30.1% | $2,631-0.3% |
| Participant deferral / active EE | $5,000 | $4,056+23.3% | $5,116-2.3% | $4,212+18.7% |
| Admin fee / account holder | $2,705 | $7,222-62.5% | $8,919-69.7% | $7,344-63.2% |