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 | $33,566 | $101,069-66.8% | $81,478-58.8% | $147,584-77.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.92% | 32.40%-4.5pp | 38.78%-10.9pp | 578.55%-550.6pp |
| Employer contribution / active EE | $955 | $3,205-70.2% | $2,568-62.8% | $4,876-80.4% |
| Participant deferral / active EE | $1,753 | $4,242-58.7% | $3,537-50.4% | $5,439-67.8% |
| Admin fee / account holder | $446 | $5,812-92.3% | $4,561-90.2% | $10,885-95.9% |