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 8-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 | $25,600 | $214,378-88.1% | $200,582-87.2% | $142,382-82.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.68% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,060 | $6,841-69.9% | $6,419-67.9% | $4,299-52.1% |
| Participant deferral / active EE | $5,847 | $9,865-40.7% | $9,331-37.3% | $6,507-10.1% |
| Admin fee / account holder | $422 | $17,692-97.6% | $16,305-97.4% | $12,624-96.7% |