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 | $48,402 | $85,022-43.1% | $70,515-31.4% | $139,434-65.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.67% | 30.38%-10.7pp | 32.77%-13.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,975 | $3,909-49.5% | $2,973-33.6% | $4,751-58.4% |
| Participant deferral / active EE | $3,163 | $5,890-46.3% | $4,567-30.7% | $6,710-52.9% |
| Admin fee / account holder | $665 | $8,906-92.5% | $6,412-89.6% | $11,403-94.2% |