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 | $53,143 | $70,428-24.5% | $96,562-45.0% | $85,850-38.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.79% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,193 | $1,413+125.9% | $2,356+35.5% | $2,565+24.5% |
| Participant deferral / active EE | $3,178 | $2,894+9.8% | $3,849-17.4% | $3,952-19.6% |
| Admin fee / account holder | $7,299 | $4,997+46.1% | $6,181+18.1% | $6,260+16.6% |