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 | $36,202 | $197,591-81.7% | $177,821-79.6% | $158,922-77.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.58% | 58.76%-51.2pp | 48.32%-40.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $6,502 | $6,697-2.9% | $5,918+9.9% | $4,761+36.6% |
| Participant deferral / active EE | $8,190 | $8,405-2.6% | $7,714+6.2% | $5,982+36.9% |
| Admin fee / account holder | $4,610 | $15,399-70.1% | $12,427-62.9% | $11,246-59.0% |