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 | $53,925 | $116,175-53.6% | $93,606-42.4% | $152,861-64.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.16% | 35.96%-15.8pp | 32.76%-12.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,827 | $3,218+81.1% | $2,718+114.4% | $4,762+22.4% |
| Participant deferral / active EE | $6,399 | $4,603+39.0% | $4,069+57.3% | $5,850+9.4% |
| Admin fee / account holder | $1,947 | $10,748-81.9% | $7,888-75.3% | $11,596-83.2% |