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 | $59,979 | $90,503-33.7% | $78,689-23.8% | $273,961-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.58% | 75.60%-73.0pp | 62.18%-59.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $7,000 | $3,176+120.4% | $2,851+145.6% | $4,869+43.8% |
| Participant deferral / active EE | $3,500 | $3,901-10.3% | $3,517-0.5% | $5,287-33.8% |
| Admin fee / account holder | $3,304 | $5,263-37.2% | $4,510-26.8% | $10,132-67.4% |