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 | $48,389 | $58,523-17.3% | $99,443-51.3% | $72,985-33.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 19.74% | 28.51%-8.8pp | 30.72%-11.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,013 | $1,512+99.2% | $2,540+18.6% | $2,440+23.5% |
| Participant deferral / active EE | $4,533 | $2,606+74.0% | $3,619+25.3% | $3,607+25.7% |
| Admin fee / account holder | $2,619 | $4,102-36.1% | $6,250-58.1% | $5,124-48.9% |