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 | $25,458 | $100,773-74.7% | $88,946-71.4% | $142,382-82.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.38% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,069 | $2,918-63.4% | $2,555-58.2% | $4,299-75.1% |
| Participant deferral / active EE | $3,478 | $5,230-33.5% | $4,581-24.1% | $6,507-46.5% |
| Admin fee / account holder | $1,222 | $9,693-87.4% | $8,261-85.2% | $12,624-90.3% |