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 | $54,574 | $214,378-74.5% | $200,582-72.8% | $142,382-61.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.53% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,584 | $6,841-62.2% | $6,419-59.8% | $4,299-39.9% |
| Participant deferral / active EE | $5,237 | $9,865-46.9% | $9,331-43.9% | $6,507-19.5% |
| Admin fee / account holder | $383 | $17,692-97.8% | $16,305-97.7% | $12,624-97.0% |