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 5-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 | $70,583 | $94,752-25.5% | $112,887-37.5% | $139,434-49.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.95% | 40.88%-22.9pp | 34.10%-16.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $8,144 | $4,625+76.1% | $4,563+78.5% | $4,751+71.4% |
| Participant deferral / active EE | $22,360 | $6,512+243.4% | $6,513+243.3% | $6,710+233.2% |
| Admin fee / account holder | $2,333 | $8,527-72.6% | $7,047-66.9% | $11,403-79.5% |