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 | $40,141 | $68,719-41.6% | $91,541-56.1% | $84,808-52.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.32% | 19.12%-1.8pp | 20.50%-3.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,835 | $1,920+99.8% | $2,505+53.1% | $2,631+45.8% |
| Participant deferral / active EE | $3,086 | $3,136-1.6% | $4,008-23.0% | $4,212-26.7% |
| Admin fee / account holder | $790 | $5,786-86.4% | $6,956-88.6% | $7,344-89.2% |