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 | $67,672 | $117,381-42.3% | $99,443-31.9% | $152,861-55.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 34.23% | 31.87%+2.4pp | 30.72%+3.5pp | 345.32%-311.1pp |
| Employer contribution / active EE | $225 | $3,013-92.5% | $2,540-91.1% | $4,762-95.3% |
| Participant deferral / active EE | $920 | $4,086-77.5% | $3,619-74.6% | $5,850-84.3% |
| Admin fee / account holder | $2,678 | $7,631-64.9% | $6,250-57.2% | $11,596-76.9% |