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 | $70,476 | $154,117-54.3% | $129,995-45.8% | $139,434-49.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 32.48%-16.0pp | -137.18%+153.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,157 | $5,289-78.1% | $4,320-73.2% | $4,751-75.7% |
| Participant deferral / active EE | $5,126 | $6,710-23.6% | $5,820-11.9% | $6,710-23.6% |
| Admin fee / account holder | $12,731 | $14,007-9.1% | $10,614+19.9% | $11,403+11.6% |