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 | $53,309 | $95,266-44.0% | $82,389-35.3% | $142,382-62.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.07% | 25.74%-10.7pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,693 | $2,991-43.4% | $2,517-32.7% | $4,299-60.6% |
| Participant deferral / active EE | $4,368 | $4,809-9.2% | $4,155+5.1% | $6,507-32.9% |
| Admin fee / account holder | $1,511 | $8,563-82.4% | $7,231-79.1% | $12,624-88.0% |