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 | $118,995 | $85,022+40.0% | $70,515+68.8% | $139,434-14.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.17% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,217 | $3,909-68.9% | $2,973-59.1% | $4,751-74.4% |
| Participant deferral / active EE | $1,714 | $5,890-70.9% | $4,567-62.5% | $6,710-74.5% |
| Admin fee / account holder | $837 | $8,906-90.6% | $6,412-86.9% | $11,403-92.7% |