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 7-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 | $21,092 | $108,172-80.5% | $77,482-72.8% | $158,922-86.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.73% | 31.67%-15.9pp | 54.79%-39.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,146 | $1,325-13.5% | $986+16.2% | $4,761-75.9% |
| Participant deferral / active EE | $5,879 | $2,456+139.4% | $1,861+215.9% | $5,982-1.7% |
| Admin fee / account holder | $8,803 | $3,708+137.4% | $2,858+208.0% | $11,246-21.7% |