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 | $48,270 | $54,762-11.9% | $90,281-46.5% | $72,985-33.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.37% | 30.63%-12.3pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,145 | $2,092+50.3% | $2,854+10.2% | $2,440+28.9% |
| Participant deferral / active EE | $5,525 | $2,887+91.4% | $3,885+42.2% | $3,607+53.2% |
| Admin fee / account holder | $11,954 | $3,972+201.0% | $5,351+123.4% | $5,124+133.3% |