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 | $36,752 | $54,762-32.9% | $90,281-59.3% | $72,985-49.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.00% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,103 | $2,092+0.5% | $2,854-26.3% | $2,440-13.8% |
| Participant deferral / active EE | $4,160 | $2,887+44.1% | $3,885+7.1% | $3,607+15.3% |
| Admin fee / account holder | $739 | $3,972-81.4% | $5,351-86.2% | $5,124-85.6% |