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 | $52,178 | $102,828-49.3% | $105,387-50.5% | $152,861-65.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.27% | 20.85%-0.6pp | 26.82%-6.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,648 | $4,473-18.4% | $4,213-13.4% | $4,762-23.4% |
| Participant deferral / active EE | $4,839 | $5,465-11.5% | $5,502-12.1% | $5,850-17.3% |
| Admin fee / account holder | $416 | $8,683-95.2% | $6,559-93.7% | $11,596-96.4% |