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 | $34,767 | $83,477-58.4% | $125,175-72.2% | $72,985-52.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.08% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,645 | $2,345+55.4% | $3,865-5.7% | $2,440+49.4% |
| Participant deferral / active EE | $3,986 | $3,585+11.2% | $4,937-19.3% | $3,607+10.5% |
| Admin fee / account holder | $2,727 | $5,517-50.6% | $9,702-71.9% | $5,124-46.8% |