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 | $21,749 | $95,416-77.2% | $185,823-88.3% | $85,850-74.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.50% | 23.59%-11.1pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,766 | $3,314+13.7% | $5,167-27.1% | $2,565+46.8% |
| Participant deferral / active EE | $1,451 | $3,423-57.6% | $5,568-73.9% | $3,952-63.3% |
| Admin fee / account holder | $656 | $7,213-90.9% | $16,237-96.0% | $6,260-89.5% |