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 | $36,381 | $105,126-65.4% | $94,646-61.6% | $139,434-73.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 38.03%-20.0pp | 156.71%-138.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,627 | $4,106-36.0% | $3,672-28.5% | $4,751-44.7% |
| Participant deferral / active EE | $5,985 | $7,599-21.2% | $7,418-19.3% | $6,710-10.8% |
| Admin fee / account holder | $3,536 | $8,984-60.6% | $7,231-51.1% | $11,403-69.0% |