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 | $41,705 | $87,733-52.5% | $106,548-60.9% | $85,850-51.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.78% | 21.86%-9.1pp | 26.80%-14.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,693 | $2,073-18.3% | $2,819-40.0% | $2,565-34.0% |
| Participant deferral / active EE | $5,093 | $3,469+46.8% | $4,398+15.8% | $3,952+28.9% |
| Admin fee / account holder | $1,799 | $6,767-73.4% | $7,407-75.7% | $6,260-71.3% |