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 | $35,602 | $162,781-78.1% | $133,956-73.4% | $158,922-77.6% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 12.53% | 41.94%-29.4pp | 45.09%-32.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,868 | $4,975-22.3% | $3,919-1.3% | $4,761-18.8% |
| Participant deferral / active EE | $7,821 | $5,911+32.3% | $5,048+55.0% | $5,982+30.7% |
| Admin fee / account holder | $22,988 | $11,736+95.9% | $8,927+157.5% | $11,246+104.4% |