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 | $70,842 | $78,672-10.0% | $109,143-35.1% | $85,850-17.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.55% | 25.09%-13.5pp | 25.75%-14.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $6,767 | $2,735+147.4% | $3,722+81.8% | $2,565+163.8% |
| Participant deferral / active EE | $5,157 | $3,467+48.7% | $4,653+10.8% | $3,952+30.5% |
| Admin fee / account holder | $1,692 | $5,469-69.1% | $6,752-74.9% | $6,260-73.0% |