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 | $59,828 | $102,616-41.7% | $81,983-27.0% | $158,922-62.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.85% | 61.04%-38.2pp | 41.31%-18.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,281 | $3,240+1.3% | $2,498+31.3% | $4,761-31.1% |
| Participant deferral / active EE | $9,096 | $4,648+95.7% | $3,722+144.4% | $5,982+52.1% |
| Admin fee / account holder | $487 | $8,235-94.1% | $5,664-91.4% | $11,246-95.7% |