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 | $59,059 | $103,376-42.9% | $87,100-32.2% | $152,861-61.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.25% | 28.10%-9.9pp | 28.19%-9.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,750 | $3,220-45.6% | $2,521-30.6% | $4,762-63.2% |
| Participant deferral / active EE | $3,065 | $4,778-35.8% | $4,049-24.3% | $5,850-47.6% |
| Admin fee / account holder | $561 | $12,205-95.4% | $7,497-92.5% | $11,596-95.2% |