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 | $47,395 | $95,266-50.2% | $82,389-42.5% | $142,382-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.93% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,022 | $2,991+1.0% | $2,517+20.0% | $4,299-29.7% |
| Participant deferral / active EE | $10,761 | $4,809+123.8% | $4,155+159.0% | $6,507+65.4% |
| Admin fee / account holder | $6,671 | $8,563-22.1% | $7,231-7.7% | $12,624-47.2% |