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 | $30,224 | $65,041-53.5% | $90,951-66.8% | $79,858-62.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.32% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,000 | $1,247+60.4% | $2,122-5.7% | $2,471-19.1% |
| Participant deferral / active EE | $2,551 | $2,512+1.6% | $3,373-24.4% | $3,740-31.8% |
| Admin fee / account holder | $1,244 | $4,536-72.6% | $5,959-79.1% | $5,306-76.6% |