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 | $39,089 | $101,724-61.6% | $164,813-76.3% | $80,856-51.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.75% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,127 | $2,953+73.6% | $4,341+18.1% | $2,755+86.1% |
| Participant deferral / active EE | $3,709 | $4,477-17.2% | $6,031-38.5% | $4,296-13.7% |
| Admin fee / account holder | $3,359 | $8,227-59.2% | $12,690-73.5% | $6,918-51.4% |