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 | $33,135 | $72,492-54.3% | $87,100-62.0% | $72,985-54.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.69% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,116 | $1,894+11.7% | $2,521-16.1% | $2,440-13.3% |
| Participant deferral / active EE | $3,337 | $3,270+2.1% | $4,049-17.6% | $3,607-7.5% |
| Admin fee / account holder | $770 | $5,055-84.8% | $7,497-89.7% | $5,124-85.0% |