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 | $41,803 | $177,572-76.5% | $154,803-73.0% | $142,382-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 65.07%-47.1pp | 58.88%-41.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,185 | $4,810-54.6% | $4,305-49.3% | $4,299-49.2% |
| Participant deferral / active EE | $4,575 | $6,272-27.1% | $5,540-17.4% | $6,507-29.7% |
| Admin fee / account holder | $523 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |