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 | $31,550 | $107,934-70.8% | $91,989-65.7% | $152,861-79.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.44% | 89.24%-66.8pp | 69.02%-46.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,487 | $4,210-40.9% | $3,452-28.0% | $4,762-47.8% |
| Participant deferral / active EE | $7,302 | $6,364+14.7% | $5,923+23.3% | $5,850+24.8% |
| Admin fee / account holder | $1,151 | $10,520-89.1% | $7,743-85.1% | $11,596-90.1% |