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 | $30,592 | $162,781-81.2% | $133,956-77.2% | $158,922-80.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.96% | 41.94%-30.0pp | 45.09%-33.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,152 | $4,975-56.7% | $3,919-45.1% | $4,761-54.8% |
| Participant deferral / active EE | $5,755 | $5,911-2.6% | $5,048+14.0% | $5,982-3.8% |
| Admin fee / account holder | $597 | $11,736-94.9% | $8,927-93.3% | $11,246-94.7% |