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 | $31,935 | $74,927-57.4% | $101,794-68.6% | $84,808-62.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 25.11% | 18.70%+6.4pp | 30.53%-5.4pp | 40.90%-15.8pp |
| Employer contribution / active EE | $2,138 | $1,522+40.5% | $2,289-6.6% | $2,631-18.7% |
| Participant deferral / active EE | $4,016 | $3,099+29.6% | $4,084-1.7% | $4,212-4.6% |
| Admin fee / account holder | $772 | $6,514-88.2% | $8,777-91.2% | $7,344-89.5% |