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 | $35,599 | $62,573-43.1% | $85,682-58.5% | $85,850-58.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.83% | 23.77%-11.9pp | 21.49%-9.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $913 | $1,757-48.0% | $2,618-65.1% | $2,565-64.4% |
| Participant deferral / active EE | $2,193 | $2,802-21.7% | $3,923-44.1% | $3,952-44.5% |
| Admin fee / account holder | $690 | $4,640-85.1% | $6,873-90.0% | $6,260-89.0% |