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 7-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 | $46,577 | $69,207-32.7% | $64,056-27.3% | $139,434-66.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.04% | 45.88%-27.8pp | 33.69%-15.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,927 | $3,182-8.0% | $2,747+6.6% | $4,751-38.4% |
| Participant deferral / active EE | $7,885 | $4,682+68.4% | $3,880+103.2% | $6,710+17.5% |
| Admin fee / account holder | $1,186 | $4,244-72.1% | $3,068-61.3% | $11,403-89.6% |