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 | $31,719 | $98,750-67.9% | $149,696-78.8% | $79,858-60.3% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 15.96% | 27.43%-11.5pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,367 | $3,216-26.4% | $4,644-49.0% | $2,471-4.2% |
| Participant deferral / active EE | $4,773 | $5,680-16.0% | $6,842-30.2% | $3,740+27.6% |
| Admin fee / account holder | $3,349 | $6,053-44.7% | $9,309-64.0% | $5,306-36.9% |