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 | $32,603 | $227,553-85.7% | $189,557-82.8% | $167,490-80.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.61% | 78.40%-55.8pp | 64.17%-41.6pp | 478.56%-455.9pp |
| Employer contribution / active EE | $1,056 | $5,316-80.1% | $4,412-76.1% | $4,837-78.2% |
| Participant deferral / active EE | $1,818 | $7,002-74.0% | $6,174-70.6% | $6,341-71.3% |
| Admin fee / account holder | $1,026 | $11,878-91.4% | $9,807-89.5% | $12,309-91.7% |