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 | $34,482 | $105,859-67.4% | $90,160-61.8% | $147,584-76.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.56% | 37.63%-22.1pp | 34.88%-19.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,537 | $4,126-38.5% | $3,318-23.5% | $4,876-48.0% |
| Participant deferral / active EE | $7,091 | $5,733+23.7% | $5,288+34.1% | $5,439+30.4% |
| Admin fee / account holder | $568 | $8,046-92.9% | $5,943-90.4% | $10,885-94.8% |