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 | $25,882 | $71,829-64.0% | $69,780-62.9% | $142,382-81.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 21.73% | 31.01%-9.3pp | 26.31%-4.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $8,030 | $4,385+83.1% | $4,168+92.7% | $4,299+86.8% |
| Participant deferral / active EE | $1,458 | $6,819-78.6% | $6,164-76.3% | $6,507-77.6% |
| Admin fee / account holder | $663 | $7,818-91.5% | $7,285-90.9% | $12,624-94.8% |