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 | $39,075 | $63,764-38.7% | $81,930-52.3% | $79,858-51.1% |
| Participation rate | 87.1% | 67.5%+19.6pp | 72.0%+15.1pp | 69.6%+17.5pp |
| Annual return | 20.71% | 22.66%-1.9pp | 29.49%-8.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,686 | $1,795-6.1% | $4,310-60.9% | $2,471-31.8% |
| Participant deferral / active EE | $2,481 | $2,780-10.8% | $7,107-65.1% | $3,740-33.7% |
| Admin fee / account holder | $1,973 | $4,426-55.4% | $5,158-61.8% | $5,306-62.8% |