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 8-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 | $44,710 | $111,754-60.0% | $103,333-56.7% | $145,922-69.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.86% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $7,747 | $4,212+83.9% | $3,868+100.3% | $4,660+66.3% |
| Participant deferral / active EE | $8,095 | $5,619+44.1% | $5,057+60.1% | $6,688+21.0% |
| Admin fee / account holder | $5,378 | $9,750-44.8% | $8,355-35.6% | $13,397-59.9% |