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 | $42,581 | $84,233-49.4% | $170,442-75.0% | $70,131-39.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.27% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,908 | $3,387-14.2% | $5,433-46.5% | $2,342+24.1% |
| Participant deferral / active EE | $2,296 | $3,086-25.6% | $4,939-53.5% | $3,332-31.1% |
| Admin fee / account holder | $1,896 | $5,698-66.7% | $13,880-86.3% | $4,645-59.2% |