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 | $45,929 | $51,175-10.3% | $70,515-34.9% | $75,163-38.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 14.35% | 30.02%-15.7pp | 32.77%-18.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,004 | $1,826+9.7% | $2,973-32.6% | $2,670-24.9% |
| Participant deferral / active EE | $3,285 | $2,849+15.3% | $4,567-28.1% | $4,125-20.4% |
| Admin fee / account holder | $2,659 | $4,091-35.0% | $6,412-58.5% | $5,651-52.9% |