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 6-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 | $44,433 | $117,841-62.3% | $102,423-56.6% | $145,922-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.89% | 31.65%-14.8pp | 29.32%-12.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,858 | $3,615+117.4% | $3,023+159.9% | $4,660+68.6% |
| Participant deferral / active EE | $10,213 | $5,731+78.2% | $5,053+102.1% | $6,688+52.7% |
| Admin fee / account holder | $2,795 | $13,326-79.0% | $9,451-70.4% | $13,397-79.1% |