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 | $50,750 | $99,341-48.9% | $84,750-40.1% | $273,961-81.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.66% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $8,263 | $4,214+96.1% | $3,574+131.2% | $4,869+69.7% |
| Participant deferral / active EE | $1,123 | $4,269-73.7% | $3,712-69.8% | $5,287-78.8% |
| Admin fee / account holder | $6,573 | $6,644-1.1% | $5,332+23.3% | $10,132-35.1% |