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 | $30,460 | $93,571-67.4% | $135,903-77.6% | $75,163-59.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.85% | 30.90%-3.1pp | 68.23%-40.4pp | 160.62%-132.8pp |
| Employer contribution / active EE | $1,795 | $3,537-49.2% | $4,856-63.0% | $2,670-32.8% |
| Participant deferral / active EE | $4,288 | $6,404-33.0% | $7,758-44.7% | $4,125+3.9% |
| Admin fee / account holder | $773 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |