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 | $47,766 | $106,515-55.2% | $96,683-50.6% | $139,434-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.05% | 38.43%-23.4pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,378 | $4,103+79.8% | $3,737+97.4% | $4,751+55.3% |
| Participant deferral / active EE | $7,720 | $5,454+41.5% | $4,878+58.3% | $6,710+15.0% |
| Admin fee / account holder | $744 | $7,877-90.6% | $6,730-88.9% | $11,403-93.5% |