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 3-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 | $30,244 | $89,753-66.3% | $107,525-71.9% | $84,808-64.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.04% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,291 | $3,113-58.5% | $3,754-65.6% | $2,631-50.9% |
| Participant deferral / active EE | $2,721 | $4,056-32.9% | $5,116-46.8% | $4,212-35.4% |
| Admin fee / account holder | $480 | $7,222-93.4% | $8,919-94.6% | $7,344-93.5% |