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 5-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 | $41,923 | $117,983-64.5% | $101,794-58.8% | $142,382-70.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.29% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,793 | $2,773+145.0% | $2,289+196.8% | $4,299+58.0% |
| Participant deferral / active EE | $3,301 | $4,714-30.0% | $4,084-19.2% | $6,507-49.3% |
| Admin fee / account holder | $2,143 | $10,433-79.5% | $8,777-75.6% | $12,624-83.0% |