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 | $37,003 | $103,949-64.4% | $69,182-46.5% | $273,961-86.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.76% | 35.28%-29.5pp | -21.93%+27.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,625 | $1,783+47.2% | $1,206+117.6% | $4,869-46.1% |
| Participant deferral / active EE | $2,121 | $2,716-21.9% | $1,897+11.8% | $5,287-59.9% |
| Admin fee / account holder | $370 | $3,671-89.9% | $2,697-86.3% | $10,132-96.3% |