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 | $56,379 | $87,733-35.7% | $106,548-47.1% | $85,850-34.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.53% | 21.86%-6.3pp | 26.80%-11.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,797 | $2,073+83.2% | $2,819+34.7% | $2,565+48.0% |
| Participant deferral / active EE | $5,098 | $3,469+47.0% | $4,398+15.9% | $3,952+29.0% |
| Admin fee / account holder | $803 | $6,767-88.1% | $7,407-89.2% | $6,260-87.2% |