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 | $40,032 | $47,848-16.3% | $81,478-50.9% | $70,131-42.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 16.19% | 27.25%-11.1pp | 38.78%-22.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,673 | $1,527+9.5% | $2,568-34.8% | $2,342-28.6% |
| Participant deferral / active EE | $9,587 | $2,453+290.8% | $3,537+171.1% | $3,332+187.8% |
| Admin fee / account holder | $6,988 | $3,145+122.2% | $4,561+53.2% | $4,645+50.4% |