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 | $43,482 | $117,381-63.0% | $99,443-56.3% | $152,861-71.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.80% | 31.87%-9.1pp | 30.72%-7.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,182 | $3,013-60.8% | $2,540-53.4% | $4,762-75.2% |
| Participant deferral / active EE | $4,869 | $4,086+19.2% | $3,619+34.5% | $5,850-16.8% |
| Admin fee / account holder | $568 | $7,631-92.6% | $6,250-90.9% | $11,596-95.1% |