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 | $36,139 | $65,685-45.0% | $57,179-36.8% | $273,961-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.63% | 21.99%-17.4pp | 14.59%-10.0pp | 41.45%-36.8pp |
| Employer contribution / active EE | $4,341 | $3,279+32.4% | $2,682+61.8% | $4,869-10.8% |
| Participant deferral / active EE | $3,075 | $3,782-18.7% | $3,096-0.7% | $5,287-41.8% |
| Admin fee / account holder | $1,437 | $4,835-70.3% | $3,139-54.2% | $10,132-85.8% |