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 | $39,195 | $89,753-56.3% | $107,525-63.5% | $84,808-53.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.97% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,852 | $3,113-8.4% | $3,754-24.0% | $2,631+8.4% |
| Participant deferral / active EE | $2,949 | $4,056-27.3% | $5,116-42.4% | $4,212-30.0% |
| Admin fee / account holder | $1,611 | $7,222-77.7% | $8,919-81.9% | $7,344-78.1% |