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 8-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 | $24,474 | $112,096-78.2% | $95,952-74.5% | $158,922-84.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.69% | 171.09%-150.4pp | 91.61%-70.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $1,624 | $3,198-49.2% | $2,541-36.1% | $4,761-65.9% |
| Participant deferral / active EE | $3,536 | $4,784-26.1% | $4,167-15.1% | $5,982-40.9% |
| Admin fee / account holder | $971 | $10,130-90.4% | $6,795-85.7% | $11,246-91.4% |