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 | $67,270 | $117,841-42.9% | $102,423-34.3% | $145,922-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,592 | $3,615-28.3% | $3,023-14.3% | $4,660-44.4% |
| Participant deferral / active EE | $1,937 | $5,731-66.2% | $5,053-61.7% | $6,688-71.0% |
| Admin fee / account holder | $8,775 | $13,326-34.2% | $9,451-7.2% | $13,397-34.5% |