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 | $40,508 | $87,733-53.8% | $106,548-62.0% | $85,850-52.8% |
| Participation rate | 72.4% | 71.9%+0.5pp | 76.1%-3.7pp | 69.3%+3.1pp |
| Annual return | 12.71% | 21.86%-9.1pp | 26.80%-14.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,726 | $2,073-16.7% | $2,819-38.8% | $2,565-32.7% |
| Participant deferral / active EE | $2,564 | $3,469-26.1% | $4,398-41.7% | $3,952-35.1% |
| Admin fee / account holder | $8,202 | $6,767+21.2% | $7,407+10.7% | $6,260+31.0% |