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 | $40,609 | $63,861-36.4% | $104,607-61.2% | $79,858-49.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 16.60% | 21.30%-4.7pp | 340.46%-323.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,851 | $1,588+16.5% | $2,681-31.0% | $2,471-25.1% |
| Participant deferral / active EE | $2,590 | $2,693-3.9% | $3,740-30.8% | $3,740-30.8% |
| Admin fee / account holder | $3,328 | $4,185-20.5% | $6,473-48.6% | $5,306-37.3% |