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 | $23,279 | $100,901-76.9% | $75,670-69.2% | $147,584-84.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 12.37% | 35.78%-23.4pp | 27.34%-15.0pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,243 | $3,253-0.3% | $2,352+37.9% | $4,876-33.5% |
| Participant deferral / active EE | $5,774 | $4,027+43.4% | $3,142+83.8% | $5,439+6.2% |
| Admin fee / account holder | $613 | $11,285-94.6% | $5,800-89.4% | $10,885-94.4% |