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 | $39,408 | $105,931-62.8% | $81,930-51.9% | $158,922-75.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.46% | 38.17%-23.7pp | 29.49%-15.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,286 | $7,800-83.5% | $4,310-70.2% | $4,761-73.0% |
| Participant deferral / active EE | $3,622 | $13,003-72.1% | $7,107-49.0% | $5,982-39.5% |
| Admin fee / account holder | $794 | $8,489-90.6% | $5,158-84.6% | $11,246-92.9% |