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 | $36,343 | $107,334-66.1% | $92,893-60.9% | $152,861-76.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.13% | 145.58%-128.5pp | 109.41%-92.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,222 | $4,221-47.4% | $3,653-39.2% | $4,762-53.3% |
| Participant deferral / active EE | $8,724 | $4,845+80.1% | $4,236+105.9% | $5,850+49.1% |
| Admin fee / account holder | $507 | $7,079-92.8% | $5,794-91.3% | $11,596-95.6% |