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 | $55,864 | $102,616-45.6% | $81,983-31.9% | $158,922-64.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.92% | 61.04%-52.1pp | 41.31%-32.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,283 | $3,240-29.5% | $2,498-8.6% | $4,761-52.0% |
| Participant deferral / active EE | $7,533 | $4,648+62.1% | $3,722+102.4% | $5,982+25.9% |
| Admin fee / account holder | $1,697 | $8,235-79.4% | $5,664-70.0% | $11,246-84.9% |