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 | $16,886 | $127,264-86.7% | $109,895-84.6% | $167,490-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.47% | 22.97%-14.5pp | 29.45%-21.0pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,362 | $3,322-59.0% | $2,842-52.1% | $4,837-71.8% |
| Participant deferral / active EE | $3,643 | $4,514-19.3% | $4,048-10.0% | $6,341-42.6% |
| Admin fee / account holder | $1,094 | $7,114-84.6% | $6,066-82.0% | $12,309-91.1% |