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 | $76,616 | $118,450-35.3% | $98,439-22.2% | $139,434-45.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 18.94%-4.3pp | 21.16%-6.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,391 | $3,609-61.4% | $3,048-54.3% | $4,751-70.7% |
| Participant deferral / active EE | $1,696 | $5,392-68.5% | $4,738-64.2% | $6,710-74.7% |
| Admin fee / account holder | $729 | $14,026-94.8% | $8,948-91.9% | $11,403-93.6% |