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 | $59,887 | $89,355-33.0% | $141,162-57.6% | $72,985-17.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.88% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $800 | $3,114-74.3% | $4,735-83.1% | $2,440-67.2% |
| Participant deferral / active EE | $4,236 | $5,418-21.8% | $6,709-36.9% | $3,607+17.4% |
| Admin fee / account holder | $1,661 | $5,958-72.1% | $10,261-83.8% | $5,124-67.6% |