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 | $48,671 | $104,974-53.6% | $95,585-49.1% | $142,382-65.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.05% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,297 | $2,779+54.6% | $2,527+70.1% | $4,2990% |
| Participant deferral / active EE | $14,340 | $4,352+229.5% | $4,023+256.5% | $6,507+120.4% |
| Admin fee / account holder | $9,725 | $6,386+52.3% | $6,127+58.7% | $12,624-23.0% |