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 | $27,725 | $64,480-57.0% | $81,382-65.9% | $80,856-65.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.62% | 16.34%-3.7pp | 24.73%-12.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,273 | $1,978+217.1% | $2,463+154.7% | $2,755+127.7% |
| Participant deferral / active EE | $4,208 | $3,094+36.0% | $3,883+8.4% | $4,296-2.1% |
| Admin fee / account holder | $2,103 | $5,671-62.9% | $5,768-63.5% | $6,918-69.6% |