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 | $39,350 | $80,968-51.4% | $96,544-59.2% | $75,163-47.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 39.45% | 27.06%+12.4pp | 25.84%+13.6pp | 160.62%-121.2pp |
| Employer contribution / active EE | $7,151 | $2,282+213.4% | $2,965+141.2% | $2,670+167.8% |
| Participant deferral / active EE | $4,489 | $3,928+14.3% | $4,851-7.5% | $4,125+8.8% |
| Admin fee / account holder | $429 | $6,724-93.6% | $8,252-94.8% | $5,651-92.4% |