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 | $47,803 | $99,985-52.2% | $146,665-67.4% | $85,850-44.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 20.21% | 18.93%+1.3pp | 22.74%-2.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,821 | $2,559-28.8% | $4,136-56.0% | $2,565-29.0% |
| Participant deferral / active EE | $2,127 | $4,006-46.9% | $5,506-61.4% | $3,952-46.2% |
| Admin fee / account holder | $2,435 | $7,702-68.4% | $10,280-76.3% | $6,260-61.1% |