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 | $54,962 | $72,277-24.0% | $101,248-45.7% | $79,858-31.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.87% | 22.30%+0.6pp | 46.47%-23.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $11,438 | $2,692+325.0% | $3,660+212.6% | $2,471+362.9% |
| Participant deferral / active EE | $1,789 | $3,282-45.5% | $4,370-59.1% | $3,740-52.2% |
| Admin fee / account holder | $463 | $4,400-89.5% | $5,945-92.2% | $5,306-91.3% |