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 | $21,435 | $68,719-68.8% | $91,541-76.6% | $84,808-74.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.33% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,971 | $1,920+54.8% | $2,505+18.6% | $2,631+12.9% |
| Participant deferral / active EE | $3,273 | $3,136+4.4% | $4,008-18.3% | $4,212-22.3% |
| Admin fee / account holder | $1,502 | $5,786-74.0% | $6,956-78.4% | $7,344-79.5% |