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 | $57,457 | $232,540-75.3% | $185,117-69.0% | $147,584-61.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.63% | 43.03%-26.4pp | 40.50%-23.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,063 | $5,195-60.3% | $4,182-50.7% | $4,876-57.7% |
| Participant deferral / active EE | $4,045 | $5,834-30.7% | $5,045-19.8% | $5,439-25.6% |
| Admin fee / account holder | $437 | $10,275-95.7% | $8,159-94.6% | $10,885-96.0% |