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 | $54,220 | $47,848+13.3% | $81,478-33.5% | $70,131-22.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 17.11% | 27.25%-10.1pp | 38.78%-21.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,941 | $1,527+92.6% | $2,568+14.5% | $2,342+25.6% |
| Participant deferral / active EE | $2,302 | $2,453-6.2% | $3,537-34.9% | $3,332-30.9% |
| Admin fee / account holder | $5,088 | $3,145+61.8% | $4,561+11.6% | $4,645+9.5% |