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 | $52,963 | $228,332-76.8% | $185,823-71.5% | $158,922-66.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 38.54% | 40.80%-2.3pp | 35.95%+2.6pp | 302.83%-264.3pp |
| Employer contribution / active EE | $720 | $4,967-85.5% | $4,087-82.4% | $4,761-84.9% |
| Participant deferral / active EE | $1,590 | $6,415-75.2% | $5,632-71.8% | $5,982-73.4% |
| Admin fee / account holder | $6,254 | $11,864-47.3% | $9,500-34.2% | $11,246-44.4% |