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 | $51,201 | $76,367-33.0% | $93,606-45.3% | $72,985-29.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.36% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,871 | $2,275-17.8% | $2,718-31.2% | $2,440-23.3% |
| Participant deferral / active EE | $2,184 | $3,538-38.3% | $4,069-46.3% | $3,607-39.4% |
| Admin fee / account holder | $1,568 | $6,838-77.1% | $7,888-80.1% | $5,124-69.4% |