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 | $42,315 | $159,602-73.5% | $150,045-71.8% | $142,382-70.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.49% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,628 | $4,961-67.2% | $4,693-65.3% | $4,299-62.1% |
| Participant deferral / active EE | $10,930 | $8,310+31.5% | $7,997+36.7% | $6,507+68.0% |
| Admin fee / account holder | $545 | $14,846-96.3% | $13,435-95.9% | $12,624-95.7% |