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 | $39,201 | $78,672-50.2% | $109,143-64.1% | $85,850-54.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 21.32% | 25.09%-3.8pp | 25.75%-4.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $4,399 | $2,735+60.8% | $3,722+18.2% | $2,565+71.5% |
| Participant deferral / active EE | $6,654 | $3,467+91.9% | $4,653+43.0% | $3,952+68.4% |
| Admin fee / account holder | $4,357 | $5,469-20.3% | $6,752-35.5% | $6,260-30.4% |