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 | $24,139 | $102,966-76.6% | $90,281-73.3% | $152,861-84.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.66% | 95.16%-66.5pp | 78.10%-49.4pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,761 | $3,139-12.0% | $2,854-3.3% | $4,762-42.0% |
| Participant deferral / active EE | $3,898 | $4,281-9.0% | $3,885+0.3% | $5,850-33.4% |
| Admin fee / account holder | $2,467 | $6,171-60.0% | $5,351-53.9% | $11,596-78.7% |