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 5-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 | $30,364 | $100,773-69.9% | $88,946-65.9% | $142,382-78.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.89% | 70.18%-48.3pp | 57.82%-35.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,230 | $2,918-57.9% | $2,555-51.9% | $4,299-71.4% |
| Participant deferral / active EE | $6,917 | $5,230+32.2% | $4,581+51.0% | $6,507+6.3% |
| Admin fee / account holder | $525 | $9,693-94.6% | $8,261-93.6% | $12,624-95.8% |