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 | $55,232 | $60,022-8.0% | $88,946-37.9% | $84,808-34.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.97% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,120 | $1,703+83.2% | $2,555+22.1% | $2,631+18.6% |
| Participant deferral / active EE | $4,194 | $3,114+34.7% | $4,581-8.5% | $4,212-0.4% |
| Admin fee / account holder | $3,516 | $4,811-26.9% | $8,261-57.4% | $7,344-52.1% |