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 | $41,393 | $107,334-61.4% | $92,893-55.4% | $152,861-72.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 27.27% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,424 | $4,221-42.6% | $3,653-33.6% | $4,762-49.1% |
| Participant deferral / active EE | $7,598 | $4,845+56.8% | $4,236+79.4% | $5,850+29.9% |
| Admin fee / account holder | $5,136 | $7,079-27.4% | $5,794-11.3% | $11,596-55.7% |