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 7-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 | $42,331 | $180,028-76.5% | $138,135-69.4% | $158,922-73.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.38% | 21.68%-7.3pp | 20.51%-6.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,655 | $7,470-37.7% | $5,587-16.7% | $4,761-2.2% |
| Participant deferral / active EE | $4,655 | $7,717-39.7% | $6,431-27.6% | $5,982-22.2% |
| Admin fee / account holder | $1,435 | $17,912-92.0% | $11,856-87.9% | $11,246-87.2% |