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 | $39,041 | $117,841-66.9% | $102,423-61.9% | $145,922-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,035 | $3,615-43.7% | $3,023-32.7% | $4,660-56.3% |
| Participant deferral / active EE | $4,296 | $5,731-25.0% | $5,053-15.0% | $6,688-35.8% |
| Admin fee / account holder | $6,053 | $13,326-54.6% | $9,451-36.0% | $13,397-54.8% |