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 | $32,470 | $63,355-48.8% | $91,989-64.7% | $72,985-55.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 27.17% | 35.35%-8.2pp | 69.02%-41.9pp | 81.00%-53.8pp |
| Employer contribution / active EE | $6,503 | $2,116+207.4% | $3,452+88.4% | $2,440+166.5% |
| Participant deferral / active EE | $5,620 | $4,883+15.1% | $5,923-5.1% | $3,607+55.8% |
| Admin fee / account holder | $765 | $4,668-83.6% | $7,743-90.1% | $5,124-85.1% |