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 | $40,928 | $57,016-28.2% | $84,966-51.8% | $80,856-49.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.78% | 21.66%-9.9pp | 66.38%-54.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,394 | $1,798+200.1% | $2,727+97.8% | $2,755+95.8% |
| Participant deferral / active EE | $2,578 | $3,110-17.1% | $4,519-43.0% | $4,296-40.0% |
| Admin fee / account holder | $1,179 | $4,980-76.3% | $6,149-80.8% | $6,918-83.0% |