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 9-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 | $54,971 | $64,839-15.2% | $95,585-42.5% | $84,808-35.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.06% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,581 | $1,759+46.8% | $2,527+2.2% | $2,631-1.9% |
| Participant deferral / active EE | $7,388 | $2,965+149.2% | $4,023+83.7% | $4,212+75.4% |
| Admin fee / account holder | $466 | $5,964-92.2% | $6,127-92.4% | $7,344-93.7% |