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 | $49,391 | $55,706-11.3% | $75,886-34.9% | $72,985-32.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.37% | 27.59%-4.2pp | 30.76%-7.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $8,014 | $1,687+375.2% | $2,500+220.5% | $2,440+228.5% |
| Participant deferral / active EE | $5,796 | $2,634+120.0% | $3,603+60.9% | $3,607+60.7% |
| Admin fee / account holder | $7,911 | $3,978+98.8% | $5,418+46.0% | $5,124+54.4% |