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 | $71,083 | $117,381-39.4% | $99,443-28.5% | $152,861-53.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.16% | 31.87%-14.7pp | 30.72%-13.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,495 | $3,013-50.4% | $2,540-41.2% | $4,762-68.6% |
| Participant deferral / active EE | $1,972 | $4,086-51.7% | $3,619-45.5% | $5,850-66.3% |
| Admin fee / account holder | $94,342 | $7,631+1136.3% | $6,250+1409.4% | $11,596+713.5% |