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 | $72,373 | $99,652-27.4% | $78,778-8.1% | $147,584-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.48% | 47.28%-30.8pp | 35.62%-19.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,453 | $2,796+23.5% | $1,986+73.9% | $4,876-29.2% |
| Participant deferral / active EE | $3,591 | $3,664-2.0% | $2,958+21.4% | $5,439-34.0% |
| Admin fee / account holder | $728 | $7,155-89.8% | $5,134-85.8% | $10,885-93.3% |