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 | $56,853 | $87,013-34.7% | $106,213-46.5% | $80,856-29.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.75% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,585 | $2,395-33.8% | $3,171-50.0% | $2,755-42.5% |
| Participant deferral / active EE | $2,870 | $3,986-28.0% | $5,016-42.8% | $4,296-33.2% |
| Admin fee / account holder | $4,079 | $8,431-51.6% | $11,033-63.0% | $6,918-41.0% |