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 9-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 | $57,969 | $152,587-62.0% | $125,175-53.7% | $152,861-62.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.43% | 54.84%-32.4pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,574 | $4,946-48.0% | $3,865-33.4% | $4,762-45.9% |
| Participant deferral / active EE | $3,272 | $5,868-44.2% | $4,937-33.7% | $5,850-44.1% |
| Admin fee / account holder | $8,379 | $13,434-37.6% | $9,702-13.6% | $11,596-27.7% |