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 | $83,030 | $232,540-64.3% | $185,117-55.1% | $147,584-43.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.10% | 43.03%-22.9pp | 40.50%-20.4pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,884 | $5,195-63.7% | $4,182-54.9% | $4,876-61.4% |
| Participant deferral / active EE | $4,710 | $5,834-19.3% | $5,045-6.6% | $5,439-13.4% |
| Admin fee / account holder | $324 | $10,275-96.8% | $8,159-96.0% | $10,885-97.0% |