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 | $47,584 | $104,251-54.4% | $91,001-47.7% | $147,584-67.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 41.22% | 27.06%+14.2pp | 4.60%+36.6pp | 578.55%-537.3pp |
| Employer contribution / active EE | $7,140 | $3,116+129.2% | $2,456+190.8% | $4,876+46.4% |
| Participant deferral / active EE | $7,687 | $4,195+83.2% | $3,547+116.7% | $5,439+41.3% |
| Admin fee / account holder | $1,445 | $8,948-83.8% | $5,417-73.3% | $10,885-86.7% |