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 | $36,653 | $162,781-77.5% | $133,956-72.6% | $158,922-76.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.98% | 41.94%-22.0pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $7,743 | $4,975+55.6% | $3,919+97.6% | $4,761+62.6% |
| Participant deferral / active EE | $8,107 | $5,911+37.1% | $5,048+60.6% | $5,982+35.5% |
| Admin fee / account holder | $4,716 | $11,736-59.8% | $8,927-47.2% | $11,246-58.1% |