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 | $45,008 | $117,983-61.9% | $101,794-55.8% | $142,382-68.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.62% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,555 | $2,773-7.9% | $2,289+11.6% | $4,299-40.6% |
| Participant deferral / active EE | $5,345 | $4,714+13.4% | $4,084+30.9% | $6,507-17.9% |
| Admin fee / account holder | $5,417 | $10,433-48.1% | $8,777-38.3% | $12,624-57.1% |