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 | $51,329 | $101,069-49.2% | $81,478-37.0% | $147,584-65.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.06% | 32.40%-14.3pp | 38.78%-20.7pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,562 | $3,205+11.1% | $2,568+38.7% | $4,876-27.0% |
| Participant deferral / active EE | $8,490 | $4,242+100.2% | $3,537+140.1% | $5,439+56.1% |
| Admin fee / account holder | $594 | $5,812-89.8% | $4,561-87.0% | $10,885-94.5% |