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 | $46,751 | $132,239-64.6% | $105,722-55.8% | $273,961-82.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 2.96% | 10.07%-7.1pp | 12.25%-9.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,380 | $4,867-51.1% | $4,079-41.6% | $4,869-51.1% |
| Participant deferral / active EE | $2,104 | $6,233-66.2% | $5,326-60.5% | $5,287-60.2% |
| Admin fee / account holder | $661 | $12,032-94.5% | $8,308-92.0% | $10,132-93.5% |