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 | $55,302 | $149,734-63.1% | $118,925-53.5% | $158,922-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.22% | 19.95%-2.7pp | 35.88%-18.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,814 | $4,115-31.6% | $3,263-13.8% | $4,761-40.9% |
| Participant deferral / active EE | $3,552 | $5,223-32.0% | $4,265-16.7% | $5,982-40.6% |
| Admin fee / account holder | $738 | $8,603-91.4% | $6,581-88.8% | $11,246-93.4% |