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 | $44,422 | $68,547-35.2% | $120,354-63.1% | $80,856-45.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 10.95% | 23.60%-12.7pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $7,296 | $2,051+255.7% | $3,463+110.7% | $2,755+164.8% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,843 | $5,732-50.4% | $9,423-69.8% | $6,918-58.9% |