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 | $33,914 | $95,416-64.5% | $185,823-81.7% | $85,850-60.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.27% | 23.59%-3.3pp | 122.05%-101.8pp | 318.53%-298.3pp |
| Employer contribution / active EE | $3,365 | $3,314+1.5% | $5,167-34.9% | $2,565+31.2% |
| Participant deferral / active EE | $2,652 | $3,423-22.5% | $5,568-52.4% | $3,952-32.9% |
| Admin fee / account holder | $741 | $7,213-89.7% | $16,237-95.4% | $6,260-88.2% |