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 | $59,172 | $104,664-43.5% | $85,682-30.9% | $167,490-64.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.07% | 21.45%-7.4pp | 21.49%-7.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,844 | $3,337-44.7% | $2,618-29.6% | $4,837-61.9% |
| Participant deferral / active EE | $2,947 | $4,824-38.9% | $3,923-24.9% | $6,341-53.5% |
| Admin fee / account holder | $24,123 | $10,032+140.5% | $6,873+251.0% | $12,309+96.0% |