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 | $32,559 | $58,851-44.7% | $115,157-71.7% | $72,985-55.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 25.60% | 23.16%+2.4pp | 35.60%-10.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,197 | $1,798+22.2% | $3,179-30.9% | $2,440-10.0% |
| Participant deferral / active EE | $7,210 | $2,643+172.8% | $4,168+73.0% | $3,607+99.9% |
| Admin fee / account holder | $1,328 | $6,370-79.1% | $7,088-81.3% | $5,124-74.1% |