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 | $37,023 | $162,781-77.3% | $133,956-72.4% | $158,922-76.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.96% | 41.94%-21.0pp | 45.09%-24.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,791 | $4,975-64.0% | $3,919-54.3% | $4,761-62.4% |
| Participant deferral / active EE | $4,838 | $5,911-18.1% | $5,048-4.2% | $5,982-19.1% |
| Admin fee / account holder | $765 | $11,736-93.5% | $8,927-91.4% | $11,246-93.2% |