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 | $40,794 | $71,809-43.2% | $61,048-33.2% | $152,861-73.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 24.85% | 29.74%-4.9pp | 26.18%-1.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $9,625 | $4,545+111.8% | $3,716+159.0% | $4,762+102.1% |
| Participant deferral / active EE | $11,368 | $5,467+107.9% | $4,470+154.3% | $5,850+94.3% |
| Admin fee / account holder | $1,658 | $4,750-65.1% | $3,728-55.5% | $11,596-85.7% |