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 5-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 | $19,533 | $105,126-81.4% | $94,646-79.4% | $139,434-86.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.60% | 38.03%-15.4pp | 156.71%-134.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,685 | $4,106-59.0% | $3,672-54.1% | $4,751-64.5% |
| Participant deferral / active EE | $5,857 | $7,599-22.9% | $7,418-21.0% | $6,710-12.7% |
| Admin fee / account holder | $312 | $8,984-96.5% | $7,231-95.7% | $11,403-97.3% |