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 | $93,994 | $54,705+71.8% | $71,209+32.0% | $84,808+10.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.60% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,517 | $2,158-29.7% | $2,721-44.3% | $2,631-42.4% |
| Participant deferral / active EE | $6,374 | $3,030+110.3% | $4,175+52.7% | $4,212+51.3% |
| Admin fee / account holder | $3,571 | $4,863-26.6% | $5,349-33.2% | $7,344-51.4% |