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 | $46,540 | $101,724-54.2% | $164,813-71.8% | $80,856-42.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.87% | 16.72%+0.2pp | 69.93%-53.1pp | 35.59%-18.7pp |
| Employer contribution / active EE | $5,875 | $2,953+98.9% | $4,341+35.3% | $2,755+113.3% |
| Participant deferral / active EE | $6,589 | $4,477+47.2% | $6,031+9.2% | $4,296+53.4% |
| Admin fee / account holder | $2,763 | $8,227-66.4% | $12,690-78.2% | $6,918-60.1% |