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 | $24,397 | $55,706-56.2% | $75,886-67.9% | $72,985-66.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.71% | 27.59%-4.9pp | 30.76%-8.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,276 | $1,687+34.9% | $2,500-9.0% | $2,440-6.7% |
| Participant deferral / active EE | $3,463 | $2,634+31.5% | $3,603-3.9% | $3,607-4.0% |
| Admin fee / account holder | $1,257 | $3,978-68.4% | $5,418-76.8% | $5,124-75.5% |