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 | $39,323 | $76,367-48.5% | $93,606-58.0% | $72,985-46.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 17.81% | 25.82%-8.0pp | 32.76%-14.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,033 | $2,275-10.7% | $2,718-25.2% | $2,440-16.7% |
| Participant deferral / active EE | $1,555 | $3,538-56.1% | $4,069-61.8% | $3,607-56.9% |
| Admin fee / account holder | $4,837 | $6,838-29.3% | $7,888-38.7% | $5,124-5.6% |