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 7-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 | $18,907 | $49,922-62.1% | $80,569-76.5% | $75,163-74.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.09% | 34.69%-15.6pp | 935.43%-916.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,717 | $1,698+60.0% | $2,723-0.2% | $2,670+1.8% |
| Participant deferral / active EE | $2,595 | $2,990-13.2% | $4,447-41.6% | $4,125-37.1% |
| Admin fee / account holder | $399 | $3,577-88.8% | $5,377-92.6% | $5,651-92.9% |