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 | $55,057 | $167,483-67.1% | $115,752-52.4% | $147,584-62.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 13.18% | 12.11%+1.1pp | 19.41%-6.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,359 | $4,960-72.6% | $3,492-61.1% | $4,876-72.1% |
| Participant deferral / active EE | $5,334 | $7,037-24.2% | $5,204+2.5% | $5,439-1.9% |
| Admin fee / account holder | $11,264 | $13,069-13.8% | $6,278+79.4% | $10,885+3.5% |