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 4-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 | $23,580 | $104,974-77.5% | $95,585-75.3% | $142,382-83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.85% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,012 | $2,779-27.6% | $2,527-20.4% | $4,299-53.2% |
| Participant deferral / active EE | $3,336 | $4,352-23.3% | $4,023-17.1% | $6,507-48.7% |
| Admin fee / account holder | $622 | $6,386-90.3% | $6,127-89.9% | $12,624-95.1% |