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 | $35,488 | $96,484-63.2% | $75,886-53.2% | $152,861-76.8% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 36.12% | 33.98%+2.1pp | 30.76%+5.4pp | 345.32%-309.2pp |
| Employer contribution / active EE | $13,050 | $3,309+294.3% | $2,500+421.9% | $4,762+174.0% |
| Participant deferral / active EE | $4,689 | $4,553+3.0% | $3,603+30.1% | $5,850-19.8% |
| Admin fee / account holder | $2,074 | $8,078-74.3% | $5,418-61.7% | $11,596-82.1% |