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 | $42,621 | $117,983-63.9% | $101,794-58.1% | $142,382-70.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.63% | 36.92%-16.3pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $616 | $2,773-77.8% | $2,289-73.1% | $4,299-85.7% |
| Participant deferral / active EE | $15,722 | $4,714+233.5% | $4,084+285.0% | $6,507+141.6% |
| Admin fee / account holder | $319 | $10,433-96.9% | $8,777-96.4% | $12,624-97.5% |