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 | $53,972 | $95,266-43.3% | $82,389-34.5% | $142,382-62.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.74% | 25.74%-14.0pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $510 | $2,991-83.0% | $2,517-79.7% | $4,299-88.1% |
| Participant deferral / active EE | $3,933 | $4,809-18.2% | $4,155-5.3% | $6,507-39.6% |
| Admin fee / account holder | $8,474 | $8,563-1.0% | $7,231+17.2% | $12,624-32.9% |