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 | $38,777 | $85,766-54.8% | $136,294-71.5% | $70,131-44.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.66% | 31.45%-8.8pp | 5155.94%-5133.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $4,173 | $2,966+40.7% | $4,695-11.1% | $2,342+78.2% |
| Participant deferral / active EE | $3,309 | $5,051-34.5% | $6,247-47.0% | $3,332-0.7% |
| Admin fee / account holder | $2,656 | $5,420-51.0% | $9,243-71.3% | $4,645-42.8% |