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 | $34,925 | $110,261-68.3% | $95,745-63.5% | $139,434-75.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.16% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,078 | $3,257-66.9% | $2,835-62.0% | $4,751-77.3% |
| Participant deferral / active EE | $3,553 | $4,676-24.0% | $4,245-16.3% | $6,710-47.0% |
| Admin fee / account holder | $540 | $6,613-91.8% | $5,678-90.5% | $11,403-95.3% |