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 | $19,298 | $95,416-79.8% | $185,823-89.6% | $85,850-77.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 23.18% | 23.59%-0.4pp | 122.05%-98.9pp | 318.53%-295.4pp |
| Employer contribution / active EE | $430 | $3,314-87.0% | $5,167-91.7% | $2,565-83.2% |
| Participant deferral / active EE | $1,530 | $3,423-55.3% | $5,568-72.5% | $3,952-61.3% |
| Admin fee / account holder | $1,061 | $7,213-85.3% | $16,237-93.5% | $6,260-83.0% |