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 | $63,800 | $107,452-40.6% | $91,541-30.3% | $142,382-55.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.48% | 22.06%-7.6pp | 20.50%-6.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,682 | $2,994+190.0% | $2,505+246.7% | $4,299+102.0% |
| Participant deferral / active EE | $5,482 | $4,754+15.3% | $4,008+36.8% | $6,507-15.8% |
| Admin fee / account holder | $52,736 | $8,834+496.9% | $6,956+658.1% | $12,624+317.8% |