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 | $46,137 | $148,978-69.0% | $200,582-77.0% | $84,808-45.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.91% | 28.16%-9.3pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,507 | $4,815-6.4% | $6,419-29.8% | $2,631+71.3% |
| Participant deferral / active EE | $11,691 | $7,142+63.7% | $9,331+25.3% | $4,212+177.6% |
| Admin fee / account holder | $2,715 | $13,977-80.6% | $16,305-83.3% | $7,344-63.0% |