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 | $36,439 | $115,882-68.6% | $100,516-63.7% | $158,922-77.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.84% | 34.79%-14.9pp | 30.89%-11.0pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,577 | $4,103-37.2% | $3,418-24.6% | $4,761-45.9% |
| Participant deferral / active EE | $7,810 | $6,674+17.0% | $6,270+24.6% | $5,982+30.6% |
| Admin fee / account holder | $456 | $10,995-95.9% | $8,081-94.4% | $11,246-95.9% |