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 | $89,915 | $127,264-29.3% | $109,895-18.2% | $167,490-46.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.07% | 22.97%-11.9pp | 29.45%-18.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $5,241 | $3,322+57.8% | $2,842+84.4% | $4,837+8.3% |
| Participant deferral / active EE | $2,175 | $4,514-51.8% | $4,048-46.3% | $6,341-65.7% |
| Admin fee / account holder | $610 | $7,114-91.4% | $6,066-89.9% | $12,309-95.0% |