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 | $62,768 | $232,540-73.0% | $185,117-66.1% | $147,584-57.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.57% | 43.03%-26.5pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,326 | $5,195-36.0% | $4,182-20.5% | $4,876-31.8% |
| Participant deferral / active EE | $5,358 | $5,834-8.2% | $5,045+6.2% | $5,439-1.5% |
| Admin fee / account holder | $1,848 | $10,275-82.0% | $8,159-77.4% | $10,885-83.0% |