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 | $52,237 | $60,892-14.2% | $82,389-36.6% | $84,808-38.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 18.59% | 37.29%-18.7pp | 28.67%-10.1pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,818 | $1,779+2.2% | $2,517-27.8% | $2,631-30.9% |
| Participant deferral / active EE | $4,937 | $3,179+55.3% | $4,155+18.8% | $4,212+17.2% |
| Admin fee / account holder | $3,271 | $5,467-40.2% | $7,231-54.8% | $7,344-55.5% |