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 | $51,143 | $97,744-47.7% | $103,476-50.6% | $145,922-65.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 25.41%-12.9pp | 23.90%-11.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,446 | $4,677-47.7% | $4,672-47.7% | $4,660-47.5% |
| Participant deferral / active EE | $11,541 | $6,603+74.8% | $6,623+74.3% | $6,688+72.6% |
| Admin fee / account holder | $510 | $12,515-95.9% | $9,413-94.6% | $13,397-96.2% |