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 | $39,496 | $127,386-69.0% | $115,037-65.7% | $125,391-68.5% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 1.43% | 31.28%-29.8pp | 26.14%-24.7pp | 282.22%-280.8pp |
| Employer contribution / active EE | $2,837 | $5,166-45.1% | $4,608-38.4% | $4,866-41.7% |
| Participant deferral / active EE | $7,089 | $6,423+10.4% | $6,026+17.6% | $5,352+32.5% |
| Admin fee / account holder | $2,610 | $9,516-72.6% | $8,175-68.1% | $9,540-72.6% |