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 | $54,001 | $58,851-8.2% | $115,157-53.1% | $72,985-26.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 21.19% | 23.16%-2.0pp | 35.60%-14.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $4,502 | $1,798+150.4% | $3,179+41.6% | $2,440+84.5% |
| Participant deferral / active EE | $3,276 | $2,643+24.0% | $4,168-21.4% | $3,607-9.2% |
| Admin fee / account holder | $2,129 | $6,370-66.6% | $7,088-70.0% | $5,124-58.5% |