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 | $64,024 | $78,705-18.7% | $117,854-45.7% | $70,131-8.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 25.61% | 23.30%+2.3pp | 335.08%-309.5pp | 73.14%-47.5pp |
| Employer contribution / active EE | $1,489 | $2,223-33.0% | $3,786-60.7% | $2,342-36.4% |
| Participant deferral / active EE | $4,175 | $3,297+26.6% | $4,482-6.9% | $3,332+25.3% |
| Admin fee / account holder | $3,182 | $5,065-37.2% | $8,020-60.3% | $4,645-31.5% |