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 | $113,223 | $152,587-25.8% | $125,175-9.5% | $152,861-25.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.05% | 54.84%-44.8pp | 43.79%-33.7pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,407 | $4,946-71.6% | $3,865-63.6% | $4,762-70.5% |
| Participant deferral / active EE | $1,861 | $5,868-68.3% | $4,937-62.3% | $5,850-68.2% |
| Admin fee / account holder | $3,752 | $13,434-72.1% | $9,702-61.3% | $11,596-67.6% |