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 | $83,882 | $102,616-18.3% | $81,983+2.3% | $158,922-47.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.44% | 61.04%-44.6pp | 41.31%-24.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $535 | $3,240-83.5% | $2,498-78.6% | $4,761-88.8% |
| Participant deferral / active EE | $13,800 | $4,648+196.9% | $3,722+270.8% | $5,982+130.7% |
| Admin fee / account holder | $1,450 | $8,235-82.4% | $5,664-74.4% | $11,246-87.1% |