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 9-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 | $23,964 | $89,355-73.2% | $141,162-83.0% | $72,985-67.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.15% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.9pp |
| Employer contribution / active EE | $8,852 | $3,114+184.2% | $4,735+87.0% | $2,440+262.8% |
| Participant deferral / active EE | $8,268 | $5,418+52.6% | $6,709+23.2% | $3,607+129.2% |
| Admin fee / account holder | $1,707 | $5,958-71.4% | $10,261-83.4% | $5,124-66.7% |