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 | $43,334 | $60,022-27.8% | $88,946-51.3% | $84,808-48.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 18.68% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,871 | $1,703+127.3% | $2,555+51.5% | $2,631+47.1% |
| Participant deferral / active EE | $6,863 | $3,114+120.4% | $4,581+49.8% | $4,212+63.0% |
| Admin fee / account holder | $945 | $4,811-80.4% | $8,261-88.6% | $7,344-87.1% |