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 | $47,956 | $85,766-44.1% | $136,294-64.8% | $70,131-31.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.90% | 31.45%-13.6pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $6,230 | $2,966+110.0% | $4,695+32.7% | $2,342+166.0% |
| Participant deferral / active EE | $3,076 | $5,051-39.1% | $6,247-50.8% | $3,332-7.7% |
| Admin fee / account holder | $5,722 | $5,420+5.6% | $9,243-38.1% | $4,645+23.2% |