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 9-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 | $22,154 | $79,449-72.1% | $189,557-88.3% | $85,850-74.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 15.08% | 18.45%-3.4pp | 64.17%-49.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,785 | $2,081-14.2% | $4,412-59.5% | $2,565-30.4% |
| Participant deferral / active EE | $3,476 | $4,051-14.2% | $6,174-43.7% | $3,952-12.0% |
| Admin fee / account holder | $3,227 | $5,377-40.0% | $9,807-67.1% | $6,260-48.4% |