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 | $30,153 | $107,334-71.9% | $92,893-67.5% | $152,861-80.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.94% | 145.58%-121.6pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,442 | $4,221-65.8% | $3,653-60.5% | $4,762-69.7% |
| Participant deferral / active EE | $8,689 | $4,845+79.4% | $4,236+105.1% | $5,850+48.5% |
| Admin fee / account holder | $3,342 | $7,079-52.8% | $5,794-42.3% | $11,596-71.2% |