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 | $27,660 | $95,416-71.0% | $185,823-85.1% | $85,850-67.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.44% | 23.59%-3.1pp | 122.05%-101.6pp | 318.53%-298.1pp |
| Employer contribution / active EE | $1,889 | $3,314-43.0% | $5,167-63.4% | $2,565-26.3% |
| Participant deferral / active EE | $1,545 | $3,423-54.9% | $5,568-72.2% | $3,952-60.9% |
| Admin fee / account holder | $3,111 | $7,213-56.9% | $16,237-80.8% | $6,260-50.3% |