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 8-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 | $23,058 | $118,450-80.5% | $98,439-76.6% | $139,434-83.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.65% | 18.94%-0.3pp | 21.16%-2.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,809 | $3,609-22.2% | $3,048-7.8% | $4,751-40.9% |
| Participant deferral / active EE | $8,309 | $5,392+54.1% | $4,738+75.4% | $6,710+23.8% |
| Admin fee / account holder | $1,342 | $14,026-90.4% | $8,948-85.0% | $11,403-88.2% |