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 | $25,319 | $48,046-47.3% | $84,611-70.1% | $72,985-65.3% |
| Participation rate | 80.0% | 57.6%+22.4pp | 68.2%+11.8pp | 69.5%+10.5pp |
| Annual return | 20.18% | 37.38%-17.2pp | 258.74%-238.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,348 | $1,602-15.9% | $2,652-49.2% | $2,440-44.8% |
| Participant deferral / active EE | $2,853 | $2,680+6.5% | $3,899-26.8% | $3,607-20.9% |
| Admin fee / account holder | $4,027 | $3,395+18.6% | $4,912-18.0% | $5,124-21.4% |