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 | $24,358 | $52,279-53.4% | $89,391-72.8% | $79,858-69.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.20% | 22.16%-10.0pp | 245.62%-233.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,473 | $1,572+57.4% | $2,586-4.4% | $2,471+0.1% |
| Participant deferral / active EE | $4,495 | $2,740+64.0% | $3,890+15.5% | $3,740+20.2% |
| Admin fee / account holder | $867 | $3,356-74.2% | $4,881-82.2% | $5,306-83.7% |