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 | $39,021 | $157,256-75.2% | $141,162-72.4% | $152,861-74.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.32% | 64.32%-35.0pp | 71.39%-42.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,233 | $5,261-38.5% | $4,735-31.7% | $4,762-32.1% |
| Participant deferral / active EE | $5,433 | $7,109-23.6% | $6,709-19.0% | $5,850-7.1% |
| Admin fee / account holder | $3,692 | $12,120-69.5% | $10,261-64.0% | $11,596-68.2% |