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 | $43,867 | $108,172-59.4% | $77,482-43.4% | $158,922-72.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.32% | 31.67%-17.4pp | 54.79%-40.5pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,959 | $1,325+198.9% | $986+301.4% | $4,761-16.8% |
| Participant deferral / active EE | $5,968 | $2,456+143.0% | $1,861+220.6% | $5,982-0.2% |
| Admin fee / account holder | $871 | $3,708-76.5% | $2,858-69.5% | $11,246-92.3% |