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 | $34,292 | $96,484-64.5% | $75,886-54.8% | $152,861-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.58% | 33.98%-13.4pp | 30.76%-10.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,883 | $3,309-43.1% | $2,500-24.7% | $4,762-60.5% |
| Participant deferral / active EE | $3,052 | $4,553-33.0% | $3,603-15.3% | $5,850-47.8% |
| Admin fee / account holder | $1,083 | $8,078-86.6% | $5,418-80.0% | $11,596-90.7% |