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 | $54,933 | $61,605-10.8% | $112,229-51.1% | $75,163-26.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 23.62% | 28.47%-4.8pp | 30.20%-6.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $7,934 | $2,015+293.6% | $3,430+131.3% | $2,670+197.2% |
| Participant deferral / active EE | $5,900 | $3,108+89.8% | $4,798+23.0% | $4,125+43.0% |
| Admin fee / account holder | $429 | $4,862-91.2% | $7,748-94.5% | $5,651-92.4% |