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 | $29,883 | $45,073-33.7% | $69,455-57.0% | $72,985-59.1% |
| Participation rate | 81.4% | 68.5%+12.9pp | 74.6%+6.7pp | 69.5%+11.9pp |
| Annual return | 24.87% | 22.65%+2.2pp | 28.97%-4.1pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,800 | $2,054-12.4% | $2,779-35.2% | $2,440-26.2% |
| Participant deferral / active EE | $3,691 | $2,602+41.9% | $3,535+4.4% | $3,607+2.3% |
| Admin fee / account holder | $1,896 | $3,056-38.0% | $3,839-50.6% | $5,124-63.0% |