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 | $37,268 | $180,028-79.3% | $138,135-73.0% | $158,922-76.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 9.71% | 21.68%-12.0pp | 20.51%-10.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,354 | $7,470-68.5% | $5,587-57.9% | $4,761-50.6% |
| Participant deferral / active EE | $2,626 | $7,717-66.0% | $6,431-59.2% | $5,982-56.1% |
| Admin fee / account holder | $3,767 | $17,912-79.0% | $11,856-68.2% | $11,246-66.5% |