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 7-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 | $47,648 | $78,672-39.4% | $109,143-56.3% | $85,850-44.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.69% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,746 | $2,735+0.4% | $3,722-26.2% | $2,565+7.1% |
| Participant deferral / active EE | $1,733 | $3,467-50.0% | $4,653-62.7% | $3,952-56.1% |
| Admin fee / account holder | $7,916 | $5,469+44.7% | $6,752+17.2% | $6,260+26.5% |