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 | $89,496 | $180,028-50.3% | $138,135-35.2% | $158,922-43.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.08% | 21.68%-9.6pp | 20.51%-8.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $14,828 | $7,470+98.5% | $5,587+165.4% | $4,761+211.4% |
| Participant deferral / active EE | $2,946 | $7,717-61.8% | $6,431-54.2% | $5,982-50.8% |
| Admin fee / account holder | $4,367 | $17,912-75.6% | $11,856-63.2% | $11,246-61.2% |