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 | $51,134 | $95,416-46.4% | $185,823-72.5% | $85,850-40.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,734 | $3,314-47.7% | $5,167-66.4% | $2,565-32.4% |
| Participant deferral / active EE | $4,160 | $3,423+21.5% | $5,568-25.3% | $3,952+5.3% |
| Admin fee / account holder | $621 | $7,213-91.4% | $16,237-96.2% | $6,260-90.1% |