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 | $21,906 | $117,841-81.4% | $102,423-78.6% | $145,922-85.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.89% | 31.65%-18.8pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,550 | $3,615-57.1% | $3,023-48.7% | $4,660-66.7% |
| Participant deferral / active EE | $2,542 | $5,731-55.6% | $5,053-49.7% | $6,688-62.0% |
| Admin fee / account holder | $1,140 | $13,326-91.4% | $9,451-87.9% | $13,397-91.5% |