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 7-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 | $32,099 | $74,888-57.1% | $71,209-54.9% | $142,382-77.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.34% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,403 | $2,854-15.8% | $2,721-11.7% | $4,299-44.1% |
| Participant deferral / active EE | $8,045 | $4,454+80.6% | $4,175+92.7% | $6,507+23.6% |
| Admin fee / account holder | $2,234 | $5,568-59.9% | $5,349-58.2% | $12,624-82.3% |