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 | $41,911 | $118,450-64.6% | $98,439-57.4% | $139,434-69.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.36% | 18.94%+0.4pp | 21.16%-1.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $5,723 | $3,609+58.6% | $3,048+87.8% | $4,751+20.5% |
| Participant deferral / active EE | $10,737 | $5,392+99.1% | $4,738+126.6% | $6,710+60.0% |
| Admin fee / account holder | $9,675 | $14,026-31.0% | $8,948+8.1% | $11,403-15.1% |