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 | $59,347 | $99,985-40.6% | $146,665-59.5% | $85,850-30.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.03% | 18.93%-2.9pp | 22.74%-6.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,054 | $2,559-19.7% | $4,136-50.3% | $2,565-19.9% |
| Participant deferral / active EE | $2,898 | $4,006-27.6% | $5,506-47.4% | $3,952-26.7% |
| Admin fee / account holder | $7,629 | $7,702-0.9% | $10,280-25.8% | $6,260+21.9% |