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 8-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 | $35,616 | $115,708-69.2% | $65,255-45.4% | $139,434-74.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 10.99% | 31.19%-20.2pp | 47.35%-36.4pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,736 | $2,599-33.2% | $1,691+2.6% | $4,751-63.5% |
| Participant deferral / active EE | $8,612 | $4,240+103.1% | $2,831+204.2% | $6,710+28.3% |
| Admin fee / account holder | $1,211 | $6,698-81.9% | $4,112-70.6% | $11,403-89.4% |