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 | $49,370 | $78,705-37.3% | $117,854-58.1% | $70,131-29.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.01% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,571 | $2,223-29.3% | $3,786-58.5% | $2,342-32.9% |
| Participant deferral / active EE | $5,223 | $3,297+58.4% | $4,482+16.5% | $3,332+56.8% |
| Admin fee / account holder | $681 | $5,065-86.6% | $8,020-91.5% | $4,645-85.3% |