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 | $37,278 | $127,065-70.7% | $113,168-67.1% | $142,382-73.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.47% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,224 | $3,442-6.3% | $2,975+8.4% | $4,299-25.0% |
| Participant deferral / active EE | $12,254 | $5,716+114.4% | $5,107+139.9% | $6,507+88.3% |
| Admin fee / account holder | $2,702 | $15,736-82.8% | $12,068-77.6% | $12,624-78.6% |