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 | $39,755 | $152,587-73.9% | $125,175-68.2% | $152,861-74.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.69% | 54.84%-24.1pp | 43.79%-13.1pp | 345.32%-314.6pp |
| Employer contribution / active EE | $7,089 | $4,946+43.3% | $3,865+83.4% | $4,762+48.9% |
| Participant deferral / active EE | $9,493 | $5,868+61.8% | $4,937+92.3% | $5,850+62.3% |
| Admin fee / account holder | $2,256 | $13,434-83.2% | $9,702-76.8% | $11,596-80.5% |