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 | $31,146 | $176,377-82.3% | $134,143-76.8% | $158,922-80.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.75% | 63.63%-47.9pp | 36.33%-20.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $772 | $5,040-84.7% | $3,704-79.2% | $4,761-83.8% |
| Participant deferral / active EE | $1,532 | $4,091-62.6% | $3,499-56.2% | $5,982-74.4% |
| Admin fee / account holder | $2,037 | $8,718-76.6% | $6,684-69.5% | $11,246-81.9% |