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 | $55,571 | $77,899-28.7% | $149,673-62.9% | $75,163-26.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.99% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $2,413 | $3,137-23.1% | $4,818-49.9% | $2,670-9.6% |
| Participant deferral / active EE | $3,241 | $3,411-5.0% | $5,680-42.9% | $4,125-21.4% |
| Admin fee / account holder | $1,999 | $5,956-66.4% | $13,210-84.9% | $5,651-64.6% |