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 | $27,256 | $74,888-63.6% | $71,209-61.7% | $142,382-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.88% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,481 | $2,854-48.1% | $2,721-45.6% | $4,299-65.5% |
| Participant deferral / active EE | $3,963 | $4,454-11.0% | $4,175-5.1% | $6,507-39.1% |
| Admin fee / account holder | $353 | $5,568-93.7% | $5,349-93.4% | $12,624-97.2% |