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 | $40,826 | $70,428-42.0% | $96,562-57.7% | $85,850-52.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.91% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,364 | $1,413-3.4% | $2,356-42.1% | $2,565-46.8% |
| Participant deferral / active EE | $2,456 | $2,894-15.1% | $3,849-36.2% | $3,952-37.8% |
| Admin fee / account holder | $1,847 | $4,997-63.0% | $6,181-70.1% | $6,260-70.5% |