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 | $46,943 | $89,753-47.7% | $107,525-56.3% | $84,808-44.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.95% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,103 | $3,113-0.3% | $3,754-17.3% | $2,631+18.0% |
| Participant deferral / active EE | $3,387 | $4,056-16.5% | $5,116-33.8% | $4,212-19.6% |
| Admin fee / account holder | $1,348 | $7,222-81.3% | $8,919-84.9% | $7,344-81.6% |