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 | $59,442 | $176,056-66.2% | $159,436-62.7% | $167,490-64.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.07% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,218 | $5,297-77.0% | $4,829-74.8% | $4,837-74.8% |
| Participant deferral / active EE | $4,977 | $7,750-35.8% | $7,352-32.3% | $6,341-21.5% |
| Admin fee / account holder | $820 | $12,554-93.5% | $10,799-92.4% | $12,309-93.3% |