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 | $44,880 | $72,492-38.1% | $87,100-48.5% | $72,985-38.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.58% | 24.46%-5.9pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,272 | $1,894+20.0% | $2,521-9.9% | $2,440-6.9% |
| Participant deferral / active EE | $4,367 | $3,270+33.6% | $4,049+7.9% | $3,607+21.1% |
| Admin fee / account holder | $2,813 | $5,055-44.4% | $7,497-62.5% | $5,124-45.1% |