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 6-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 | $22,075 | $85,006-74.0% | $76,190-71.0% | $145,922-84.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 16.42% | 13.11%+3.3pp | 13.78%+2.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,484 | $5,265-52.8% | $4,578-45.7% | $4,660-46.7% |
| Participant deferral / active EE | $2,977 | $6,392-53.4% | $5,474-45.6% | $6,688-55.5% |
| Admin fee / account holder | $4,473 | $5,760-22.3% | $5,123-12.7% | $13,397-66.6% |