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 | $25,411 | $48,046-47.1% | $84,611-70.0% | $72,985-65.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.11% | 37.38%-18.3pp | 258.74%-239.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,882 | $1,602+17.5% | $2,652-29.0% | $2,440-22.8% |
| Participant deferral / active EE | $2,362 | $2,680-11.9% | $3,899-39.4% | $3,607-34.5% |
| Admin fee / account holder | $5,983 | $3,395+76.3% | $4,912+21.8% | $5,124+16.8% |