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 6-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 | $38,295 | $93,571-59.1% | $135,903-71.8% | $75,163-49.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.56% | 30.90%-10.3pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $8,606 | $3,537+143.3% | $4,856+77.2% | $2,670+222.3% |
| Participant deferral / active EE | $8,526 | $6,404+33.1% | $7,758+9.9% | $4,125+106.7% |
| Admin fee / account holder | $453 | $6,975-93.5% | $10,762-95.8% | $5,651-92.0% |