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 9-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 | $20,832 | $55,706-62.6% | $75,886-72.5% | $72,985-71.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.80% | 27.59%-7.8pp | 30.76%-11.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,926 | $1,687+73.5% | $2,500+17.0% | $2,440+19.9% |
| Participant deferral / active EE | $3,094 | $2,634+17.5% | $3,603-14.1% | $3,607-14.2% |
| Admin fee / account holder | $3,945 | $3,978-0.8% | $5,418-27.2% | $5,124-23.0% |