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 | $12,849 | $45,073-71.5% | $69,455-81.5% | $72,985-82.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 26.14% | 22.65%+3.5pp | 28.97%-2.8pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,655 | $2,054-19.4% | $2,779-40.4% | $2,440-32.2% |
| Participant deferral / active EE | $3,771 | $2,602+45.0% | $3,535+6.7% | $3,607+4.5% |
| Admin fee / account holder | $2,085 | $3,056-31.8% | $3,839-45.7% | $5,124-59.3% |