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 3-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 | $24,226 | $100,773-76.0% | $88,946-72.8% | $142,382-83.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.92% | 70.18%-43.3pp | 57.82%-30.9pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,627 | $2,918-10.0% | $2,555+2.8% | $4,299-38.9% |
| Participant deferral / active EE | $8,092 | $5,230+54.7% | $4,581+76.6% | $6,507+24.4% |
| Admin fee / account holder | $405 | $9,693-95.8% | $8,261-95.1% | $12,624-96.8% |