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 | $33,001 | $110,257-70.1% | $96,544-65.8% | $139,434-76.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.85% | 26.32%-16.5pp | 25.84%-16.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,071 | $3,620-15.2% | $2,965+3.6% | $4,751-35.4% |
| Participant deferral / active EE | $4,190 | $5,548-24.5% | $4,851-13.6% | $6,710-37.6% |
| Admin fee / account holder | $991 | $11,591-91.5% | $8,252-88.0% | $11,403-91.3% |