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 | $34,850 | $65,365-46.7% | $92,893-62.5% | $72,985-52.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 27.74% | 42.10%-14.4pp | 109.41%-81.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $6,453 | $2,594+148.8% | $3,653+76.7% | $2,440+164.5% |
| Participant deferral / active EE | $4,583 | $3,128+46.5% | $4,236+8.2% | $3,607+27.1% |
| Admin fee / account holder | $483 | $4,251-88.6% | $5,794-91.7% | $5,124-90.6% |