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 | $60,123 | $91,190-34.1% | $178,490-66.3% | $79,858-24.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.58% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,165 | $3,256-33.5% | $5,011-56.8% | $2,471-12.4% |
| Participant deferral / active EE | $2,444 | $3,236-24.5% | $5,202-53.0% | $3,740-34.6% |
| Admin fee / account holder | $979 | $6,751-85.5% | $13,984-93.0% | $5,306-81.5% |