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 | $47,922 | $48,230-0.6% | $67,502-29.0% | $80,856-40.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.36% | 18.28%-4.9pp | 3512.12%-3498.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,570 | $2,020+27.3% | $2,731-5.9% | $2,755-6.7% |
| Participant deferral / active EE | $2,533 | $2,924-13.4% | $4,000-36.7% | $4,296-41.0% |
| Admin fee / account holder | $2,117 | $3,681-42.5% | $3,998-47.0% | $6,918-69.4% |