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 | $56,313 | $102,616-45.1% | $81,983-31.3% | $158,922-64.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.94% | 61.04%-47.1pp | 41.31%-27.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,157 | $3,240-64.3% | $2,498-53.7% | $4,761-75.7% |
| Participant deferral / active EE | $3,972 | $4,648-14.6% | $3,722+6.7% | $5,982-33.6% |
| Admin fee / account holder | $454 | $8,235-94.5% | $5,664-92.0% | $11,246-96.0% |