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 | $52,597 | $89,355-41.1% | $141,162-62.7% | $72,985-27.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 38.99% | 111.85%-72.9pp | 71.39%-32.4pp | 81.00%-42.0pp |
| Employer contribution / active EE | $2,385 | $3,114-23.4% | $4,735-49.6% | $2,440-2.3% |
| Participant deferral / active EE | $5,412 | $5,418-0.1% | $6,709-19.3% | $3,607+50.0% |
| Admin fee / account holder | $1,803 | $5,958-69.7% | $10,261-82.4% | $5,124-64.8% |