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 3-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 | $37,884 | $83,337-54.5% | $67,834-44.2% | $273,961-86.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 11.08% | 259.45%-248.4pp | 138.47%-127.4pp | 41.45%-30.4pp |
| Employer contribution / active EE | $2,795 | $3,287-15.0% | $2,403+16.3% | $4,869-42.6% |
| Participant deferral / active EE | $4,594 | $4,088+12.4% | $3,160+45.4% | $5,287-13.1% |
| Admin fee / account holder | $1,129 | $6,752-83.3% | $4,622-75.6% | $10,132-88.9% |