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 | $52,998 | $115,882-54.3% | $100,516-47.3% | $158,922-66.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.46% | 34.79%-15.3pp | 30.89%-11.4pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,217 | $4,103-70.3% | $3,418-64.4% | $4,761-74.4% |
| Participant deferral / active EE | $2,690 | $6,674-59.7% | $6,270-57.1% | $5,982-55.0% |
| Admin fee / account holder | $25,075 | $10,995+128.1% | $8,081+210.3% | $11,246+123.0% |