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 | $48,932 | $81,632-40.1% | $70,449-30.5% | $158,922-69.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.40% | 208.40%-190.0pp | 109.03%-90.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,456 | $3,217-54.7% | $2,737-46.8% | $4,761-69.4% |
| Participant deferral / active EE | $3,570 | $4,554-21.6% | $3,709-3.7% | $5,982-40.3% |
| Admin fee / account holder | $1,096 | $6,193-82.3% | $3,845-71.5% | $11,246-90.3% |