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 | $48,014 | $127,065-62.2% | $113,168-57.6% | $142,382-66.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.05% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,448 | $3,442-57.9% | $2,975-51.3% | $4,299-66.3% |
| Participant deferral / active EE | $3,570 | $5,716-37.5% | $5,107-30.1% | $6,507-45.1% |
| Admin fee / account holder | $834 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |