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 5-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 | $46,871 | $57,016-17.8% | $84,966-44.8% | $80,856-42.0% |
| Participation rate | 96.7% | 56.3%+40.3pp | 67.5%+29.2pp | 67.6%+29.0pp |
| Annual return | 15.17% | 21.66%-6.5pp | 66.38%-51.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,598 | $3,110+305.1% | $4,519+178.8% | $4,296+193.3% |
| Admin fee / account holder | $4,694 | $4,980-5.8% | $6,149-23.7% | $6,918-32.1% |