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 | $36,255 | $78,422-53.8% | $95,952-62.2% | $79,858-54.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.28% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,724 | $1,945-11.4% | $2,541-32.1% | $2,471-30.2% |
| Participant deferral / active EE | $3,708 | $3,440+7.8% | $4,167-11.0% | $3,740-0.9% |
| Admin fee / account holder | $1,180 | $5,622-79.0% | $6,795-82.6% | $5,306-77.8% |