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 | $45,728 | $78,422-41.7% | $95,952-52.3% | $79,858-42.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.34% | 19.37%-4.0pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,439 | $1,945-26.0% | $2,541-43.4% | $2,471-41.7% |
| Participant deferral / active EE | $5,887 | $3,440+71.1% | $4,167+41.3% | $3,740+57.4% |
| Admin fee / account holder | $1,301 | $5,622-76.9% | $6,795-80.9% | $5,306-75.5% |