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 7-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 | $44,234 | $117,983-62.5% | $101,794-56.5% | $142,382-68.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.63% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $4,471 | $2,773+61.2% | $2,289+95.3% | $4,299+4.0% |
| Participant deferral / active EE | $6,966 | $4,714+47.8% | $4,084+70.6% | $6,507+7.1% |
| Admin fee / account holder | $7,892 | $10,433-24.4% | $8,777-10.1% | $12,624-37.5% |