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 | $82,009 | $165,912-50.6% | $122,332-33.0% | $147,584-44.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.61% | 34.55%-18.9pp | 30.27%-14.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,651 | $5,754-71.3% | $4,050-59.3% | $4,876-66.2% |
| Participant deferral / active EE | $5,662 | $4,005+41.4% | $3,287+72.3% | $5,439+4.1% |
| Admin fee / account holder | $5,206 | $7,424-29.9% | $5,478-5.0% | $10,885-52.2% |