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 | $28,963 | $162,781-82.2% | $133,956-78.4% | $158,922-81.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.95% | 41.94%-25.0pp | 45.09%-28.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,653 | $4,975-26.6% | $3,919-6.8% | $4,761-23.3% |
| Participant deferral / active EE | $3,981 | $5,911-32.7% | $5,048-21.1% | $5,982-33.5% |
| Admin fee / account holder | $4,558 | $11,736-61.2% | $8,927-48.9% | $11,246-59.5% |