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 | $56,742 | $71,050-20.1% | $93,606-39.4% | $80,856-29.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.17% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,902 | $1,564+85.6% | $2,420+19.9% | $2,755+5.3% |
| Participant deferral / active EE | $5,274 | $4,034+30.7% | $4,411+19.6% | $4,296+22.8% |
| Admin fee / account holder | $18,582 | $6,945+167.6% | $8,285+124.3% | $6,918+168.6% |