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 | $40,619 | $99,918-59.3% | $81,382-50.1% | $145,922-72.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 13.46% | 34.32%-20.9pp | 24.73%-11.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,738 | $2,978-8.0% | $2,463+11.2% | $4,660-41.2% |
| Participant deferral / active EE | $5,716 | $4,605+24.1% | $3,883+47.2% | $6,688-14.5% |
| Admin fee / account holder | $871 | $8,212-89.4% | $5,768-84.9% | $13,397-93.5% |