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 | $30,173 | $228,332-86.8% | $185,823-83.8% | $158,922-81.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.24% | 40.80%-22.6pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,420 | $4,967-11.0% | $4,087+8.1% | $4,761-7.2% |
| Participant deferral / active EE | $9,528 | $6,415+48.5% | $5,632+69.2% | $5,982+59.3% |
| Admin fee / account holder | $8,330 | $11,864-29.8% | $9,500-12.3% | $11,246-25.9% |