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 | $55,994 | $81,460-31.3% | $103,333-45.8% | $80,856-30.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.22% | 25.55%-9.3pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,824 | $3,105-41.3% | $3,868-52.8% | $2,755-33.8% |
| Participant deferral / active EE | $7,681 | $3,869+98.6% | $5,057+51.9% | $4,296+78.8% |
| Admin fee / account holder | $624 | $6,566-90.5% | $8,355-92.5% | $6,918-91.0% |