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 | $40,251 | $99,652-59.6% | $78,778-48.9% | $147,584-72.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.96% | 47.28%-37.3pp | 35.62%-25.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $423 | $2,796-84.9% | $1,986-78.7% | $4,876-91.3% |
| Participant deferral / active EE | $1,159 | $3,664-68.4% | $2,958-60.8% | $5,439-78.7% |
| Admin fee / account holder | $422 | $7,155-94.1% | $5,134-91.8% | $10,885-96.1% |