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 | $50,844 | $117,983-56.9% | $101,794-50.1% | $142,382-64.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.34% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,415 | $2,773-49.0% | $2,289-38.2% | $4,299-67.1% |
| Participant deferral / active EE | $4,478 | $4,714-5.0% | $4,084+9.6% | $6,507-31.2% |
| Admin fee / account holder | $3,534 | $10,433-66.1% | $8,777-59.7% | $12,624-72.0% |