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 | $43,265 | $140,940-69.3% | $112,229-61.4% | $139,434-69.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.78% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,219 | $4,283-71.5% | $3,430-64.5% | $4,751-74.3% |
| Participant deferral / active EE | $1,524 | $5,874-74.1% | $4,798-68.2% | $6,710-77.3% |
| Admin fee / account holder | $370 | $9,954-96.3% | $7,748-95.2% | $11,403-96.8% |