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 | $37,717 | $95,803-60.6% | $113,168-66.7% | $84,808-55.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.95% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,981 | $2,360+26.3% | $2,975+0.2% | $2,631+13.3% |
| Participant deferral / active EE | $4,345 | $4,242+2.4% | $5,107-14.9% | $4,212+3.2% |
| Admin fee / account holder | $746 | $8,989-91.7% | $12,068-93.8% | $7,344-89.8% |