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 | $44,220 | $106,515-58.5% | $96,683-54.3% | $139,434-68.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 38.43%-24.7pp | 35.69%-22.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,199 | $4,103-22.0% | $3,737-14.4% | $4,751-32.7% |
| Participant deferral / active EE | $2,172 | $5,454-60.2% | $4,878-55.5% | $6,710-67.6% |
| Admin fee / account holder | $3,065 | $7,877-61.1% | $6,730-54.5% | $11,403-73.1% |