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 | $37,234 | $106,890-65.2% | $84,015-55.7% | $152,861-75.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.09% | 104.99%-81.9pp | 71.31%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,826 | $2,734+3.4% | $1,983+42.5% | $4,762-40.7% |
| Participant deferral / active EE | $2,633 | $4,011-34.4% | $3,239-18.7% | $5,850-55.0% |
| Admin fee / account holder | $4,312 | $8,285-48.0% | $6,101-29.3% | $11,596-62.8% |