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 | $33,246 | $84,233-60.5% | $170,442-80.5% | $70,131-52.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.26% | 23.06%-4.8pp | 205.93%-187.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,168 | $3,387-6.5% | $5,433-41.7% | $2,342+35.2% |
| Participant deferral / active EE | $3,196 | $3,086+3.6% | $4,939-35.3% | $3,332-4.1% |
| Admin fee / account holder | $1,477 | $5,698-74.1% | $13,880-89.4% | $4,645-68.2% |