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 | $39,731 | $67,606-41.2% | $82,313-51.7% | $70,131-43.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.12% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,725 | $1,755-1.7% | $2,428-29.0% | $2,342-26.4% |
| Participant deferral / active EE | $3,850 | $2,987+28.9% | $3,706+3.9% | $3,332+15.6% |
| Admin fee / account holder | $3,579 | $4,512-20.7% | $5,608-36.2% | $4,645-23.0% |