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 | $43,110 | $99,652-56.7% | $78,778-45.3% | $147,584-70.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.12% | 47.28%-36.2pp | 35.62%-24.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,581 | $2,796-43.4% | $1,986-20.4% | $4,876-67.6% |
| Participant deferral / active EE | $1,382 | $3,664-62.3% | $2,958-53.3% | $5,439-74.6% |
| Admin fee / account holder | $5,079 | $7,155-29.0% | $5,134-1.1% | $10,885-53.3% |