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 9-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 | $33,583 | $98,750-66.0% | $149,696-77.6% | $79,858-57.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 19.05% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,427 | $3,216-24.5% | $4,644-47.7% | $2,471-1.8% |
| Participant deferral / active EE | $4,463 | $5,680-21.4% | $6,842-34.8% | $3,740+19.3% |
| Admin fee / account holder | $1,464 | $6,053-75.8% | $9,309-84.3% | $5,306-72.4% |