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 | $32,455 | $91,190-64.4% | $178,490-81.8% | $79,858-59.4% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 18.27% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,663 | $3,256-48.9% | $5,011-66.8% | $2,471-32.7% |
| Participant deferral / active EE | $2,754 | $3,236-14.9% | $5,202-47.0% | $3,740-26.4% |
| Admin fee / account holder | $714 | $6,751-89.4% | $13,984-94.9% | $5,306-86.5% |