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 | $33,402 | $65,041-48.6% | $90,951-63.3% | $79,858-58.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 17.06% | 30.45%-13.4pp | 134.60%-117.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,037 | $1,247+143.5% | $2,122+43.1% | $2,471+22.9% |
| Participant deferral / active EE | $2,586 | $2,512+3.0% | $3,373-23.3% | $3,740-30.9% |
| Admin fee / account holder | $2,964 | $4,536-34.7% | $5,959-50.3% | $5,306-44.2% |