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 8-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 | $45,757 | $95,266-52.0% | $82,389-44.5% | $142,382-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.34% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,955 | $2,991+32.2% | $2,517+57.1% | $4,299-8.0% |
| Participant deferral / active EE | $3,730 | $4,809-22.4% | $4,155-10.2% | $6,507-42.7% |
| Admin fee / account holder | $1,956 | $8,563-77.2% | $7,231-73.0% | $12,624-84.5% |