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 | $43,116 | $176,812-75.6% | $146,665-70.6% | $167,490-74.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.38% | 24.03%-7.7pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,703 | $5,160-47.6% | $4,136-34.6% | $4,837-44.1% |
| Participant deferral / active EE | $4,303 | $6,440-33.2% | $5,506-21.9% | $6,341-32.1% |
| Admin fee / account holder | $3,378 | $13,259-74.5% | $10,280-67.1% | $12,309-72.6% |