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 | $43,195 | $96,484-55.2% | $75,886-43.1% | $152,861-71.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.46% | 33.98%-11.5pp | 30.76%-8.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,036 | $3,309+22.0% | $2,500+61.4% | $4,762-15.2% |
| Participant deferral / active EE | $2,869 | $4,553-37.0% | $3,603-20.4% | $5,850-51.0% |
| Admin fee / account holder | $1,384 | $8,078-82.9% | $5,418-74.5% | $11,596-88.1% |