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 | $63,755 | $104,974-39.3% | $95,585-33.3% | $142,382-55.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.30% | 210.33%-199.0pp | 38.56%-27.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,205 | $2,779-20.7% | $2,527-12.7% | $4,299-48.7% |
| Participant deferral / active EE | $9,250 | $4,352+112.5% | $4,023+130.0% | $6,507+42.2% |
| Admin fee / account holder | $726 | $6,386-88.6% | $6,127-88.1% | $12,624-94.2% |