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 | $38,417 | $76,367-49.7% | $93,606-59.0% | $72,985-47.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.60% | 25.82%-4.2pp | 32.76%-11.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $4,035 | $2,275+77.3% | $2,718+48.5% | $2,440+65.4% |
| Participant deferral / active EE | $3,521 | $3,538-0.5% | $4,069-13.5% | $3,607-2.4% |
| Admin fee / account holder | $4,764 | $6,838-30.3% | $7,888-39.6% | $5,124-7.0% |