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 | $47,701 | $94,625-49.6% | $116,228-59.0% | $84,808-43.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.75% | 20.40%-6.6pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,777 | $2,347-24.3% | $2,994-40.7% | $2,631-32.5% |
| Participant deferral / active EE | $3,553 | $3,972-10.5% | $4,953-28.3% | $4,212-15.6% |
| Admin fee / account holder | $10,585 | $10,091+4.9% | $11,989-11.7% | $7,344+44.1% |