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 | $28,622 | $176,812-83.8% | $146,665-80.5% | $167,490-82.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.49% | 24.03%-6.5pp | 22.74%-5.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,396 | $5,160-72.9% | $4,136-66.3% | $4,837-71.1% |
| Participant deferral / active EE | $2,030 | $6,440-68.5% | $5,506-63.1% | $6,341-68.0% |
| Admin fee / account holder | $353 | $13,259-97.3% | $10,280-96.6% | $12,309-97.1% |