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 | $24,973 | $96,484-74.1% | $75,886-67.1% | $152,861-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 36.35% | 33.98%+2.4pp | 30.76%+5.6pp | 345.32%-309.0pp |
| Employer contribution / active EE | $2,643 | $3,309-20.2% | $2,500+5.7% | $4,762-44.5% |
| Participant deferral / active EE | $3,802 | $4,553-16.5% | $3,603+5.5% | $5,850-35.0% |
| Admin fee / account holder | $5,300 | $8,078-34.4% | $5,418-2.2% | $11,596-54.3% |