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 | $40,143 | $99,985-59.9% | $146,665-72.6% | $85,850-53.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.84% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,280 | $2,559-10.9% | $4,136-44.9% | $2,565-11.1% |
| Participant deferral / active EE | $4,119 | $4,006+2.8% | $5,506-25.2% | $3,952+4.2% |
| Admin fee / account holder | $2,420 | $7,702-68.6% | $10,280-76.5% | $6,260-61.3% |