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 | $26,361 | $73,933-64.3% | $96,683-72.7% | $75,163-64.9% |
| Participation rate | 80.3% | 66.4%+13.9pp | 74.3%+6.0pp | 67.2%+13.1pp |
| Annual return | 23.25% | 26.70%-3.5pp | 35.69%-12.4pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,192 | $2,928+9.0% | $3,737-14.6% | $2,670+19.6% |
| Participant deferral / active EE | $5,152 | $3,659+40.8% | $4,878+5.6% | $4,125+24.9% |
| Admin fee / account holder | $2,564 | $5,216-50.8% | $6,730-61.9% | $5,651-54.6% |