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 | $40,167 | $54,705-26.6% | $71,209-43.6% | $84,808-52.6% |
| Participation rate | 70.2% | 64.1%+6.1pp | 73.8%-3.6pp | 68.3%+1.9pp |
| Annual return | 17.06% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,318 | $2,158-38.9% | $2,721-51.6% | $2,631-49.9% |
| Participant deferral / active EE | $4,413 | $3,030+45.6% | $4,175+5.7% | $4,212+4.8% |
| Admin fee / account holder | $15,446 | $4,863+217.6% | $5,349+188.8% | $7,344+110.3% |