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 | $50,455 | $73,933-31.8% | $96,683-47.8% | $75,163-32.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.86% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,039 | $2,928+72.1% | $3,737+34.8% | $2,670+88.7% |
| Participant deferral / active EE | $1,731 | $3,659-52.7% | $4,878-64.5% | $4,125-58.0% |
| Admin fee / account holder | $3,778 | $5,216-27.6% | $6,730-43.9% | $5,651-33.2% |