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 | $34,179 | $106,584-67.9% | $101,326-66.3% | $142,382-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.77% | 36.93%-24.2pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,847 | $3,956-28.0% | $3,665-22.3% | $4,299-33.8% |
| Participant deferral / active EE | $4,334 | $8,297-47.8% | $7,994-45.8% | $6,507-33.4% |
| Admin fee / account holder | $1,605 | $11,446-86.0% | $11,185-85.6% | $12,624-87.3% |