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 9-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 | $28,101 | $100,773-72.1% | $88,946-68.4% | $142,382-80.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.27% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,559 | $2,918-46.6% | $2,555-39.0% | $4,299-63.7% |
| Participant deferral / active EE | $3,008 | $5,230-42.5% | $4,581-34.3% | $6,507-53.8% |
| Admin fee / account holder | $1,689 | $9,693-82.6% | $8,261-79.6% | $12,624-86.6% |