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 | $79,693 | $113,339-29.7% | $94,993-16.1% | $147,584-46.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.41% | 20.77%-3.4pp | 27.12%-9.7pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,029 | $3,160-67.5% | $2,603-60.5% | $4,876-78.9% |
| Participant deferral / active EE | $2,541 | $3,777-32.7% | $3,317-23.4% | $5,439-53.3% |
| Admin fee / account holder | $2,336 | $6,063-61.5% | $4,960-52.9% | $10,885-78.5% |