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 | $30,522 | $76,367-60.0% | $93,606-67.4% | $72,985-58.2% |
| Participation rate | 84.9% | 71.7%+13.2pp | 75.8%+9.1pp | 69.5%+15.4pp |
| Annual return | 21.27% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,253 | $2,275-44.9% | $2,718-53.9% | $2,440-48.6% |
| Participant deferral / active EE | $3,473 | $3,538-1.8% | $4,069-14.6% | $3,607-3.7% |
| Admin fee / account holder | $4,817 | $6,838-29.6% | $7,888-38.9% | $5,124-6.0% |