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 | $31,375 | $98,750-68.2% | $149,696-79.0% | $79,858-60.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 29.31% | 27.43%+1.9pp | 276.60%-247.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $3,768 | $3,216+17.2% | $4,644-18.9% | $2,471+52.5% |
| Participant deferral / active EE | $8,117 | $5,680+42.9% | $6,842+18.6% | $3,740+117.0% |
| Admin fee / account holder | $4,488 | $6,053-25.8% | $9,309-51.8% | $5,306-15.4% |