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 | $66,681 | $99,918-33.3% | $81,382-18.1% | $145,922-54.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.39% | 34.32%-25.9pp | 24.73%-16.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,855 | $2,978-4.1% | $2,463+15.9% | $4,660-38.7% |
| Participant deferral / active EE | $6,533 | $4,605+41.9% | $3,883+68.2% | $6,688-2.3% |
| Admin fee / account holder | $509 | $8,212-93.8% | $5,768-91.2% | $13,397-96.2% |