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 | $47,862 | $78,672-39.2% | $109,143-56.1% | $85,850-44.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.92% | 25.09%-9.2pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,762 | $2,735+1.0% | $3,722-25.8% | $2,565+7.7% |
| Participant deferral / active EE | $6,070 | $3,467+75.1% | $4,653+30.5% | $3,952+53.6% |
| Admin fee / account holder | $4,686 | $5,469-14.3% | $6,752-30.6% | $6,260-25.1% |