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 | $64,908 | $124,281-47.8% | $109,143-40.5% | $167,490-61.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.70% | 26.04%-12.3pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,355 | $4,207-44.0% | $3,722-36.7% | $4,837-51.3% |
| Participant deferral / active EE | $4,356 | $5,255-17.1% | $4,653-6.4% | $6,341-31.3% |
| Admin fee / account holder | $8,069 | $7,970+1.2% | $6,752+19.5% | $12,309-34.4% |