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 | $62,690 | $115,882-45.9% | $100,516-37.6% | $158,922-60.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.40% | 34.79%-17.4pp | 30.89%-13.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $12,636 | $4,103+208.0% | $3,418+269.7% | $4,761+165.4% |
| Participant deferral / active EE | $13,956 | $6,674+109.1% | $6,270+122.6% | $5,982+133.3% |
| Admin fee / account holder | $637 | $10,995-94.2% | $8,081-92.1% | $11,246-94.3% |