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 | $18,879 | $127,264-85.2% | $109,895-82.8% | $167,490-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.10% | 22.97%-4.9pp | 29.45%-11.4pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,087 | $3,322-37.2% | $2,842-26.6% | $4,837-56.9% |
| Participant deferral / active EE | $2,760 | $4,514-38.9% | $4,048-31.8% | $6,341-56.5% |
| Admin fee / account holder | $563 | $7,114-92.1% | $6,066-90.7% | $12,309-95.4% |