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 | $54,672 | $115,882-52.8% | $100,516-45.6% | $158,922-65.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.62% | 34.79%-21.2pp | 30.89%-17.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,309 | $4,103-43.7% | $3,418-32.4% | $4,761-51.5% |
| Participant deferral / active EE | $4,746 | $6,674-28.9% | $6,270-24.3% | $5,982-20.7% |
| Admin fee / account holder | $10,843 | $10,995-1.4% | $8,081+34.2% | $11,246-3.6% |