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 | $45,932 | $113,339-59.5% | $94,993-51.6% | $147,584-68.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.22% | 20.77%-1.5pp | 27.12%-7.9pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,868 | $3,160+22.4% | $2,603+48.6% | $4,876-20.7% |
| Participant deferral / active EE | $7,115 | $3,777+88.4% | $3,317+114.5% | $5,439+30.8% |
| Admin fee / account holder | $691 | $6,063-88.6% | $4,960-86.1% | $10,885-93.6% |