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 | $68,488 | $118,849-42.4% | $96,562-29.1% | $167,490-59.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 50.49%-33.1pp | 37.78%-20.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,773 | $3,120-43.2% | $2,356-24.8% | $4,837-63.4% |
| Participant deferral / active EE | $3,617 | $4,616-21.6% | $3,849-6.0% | $6,341-43.0% |
| Admin fee / account holder | $11,238 | $8,065+39.3% | $6,181+81.8% | $12,309-8.7% |