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 | $26,399 | $72,277-63.5% | $101,248-73.9% | $79,858-66.9% |
| Participation rate | 75.4% | 68.5%+7.0pp | 75.8%-0.4pp | 69.6%+5.8pp |
| Annual return | 28.12% | 22.30%+5.8pp | 46.47%-18.4pp | 31.71%-3.6pp |
| Employer contribution / active EE | $2,175 | $2,692-19.2% | $3,660-40.6% | $2,471-12.0% |
| Participant deferral / active EE | $4,586 | $3,282+39.7% | $4,370+4.9% | $3,740+22.6% |
| Admin fee / account holder | $1,996 | $4,400-54.6% | $5,945-66.4% | $5,306-62.4% |