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 10-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 | $25,528 | $113,339-77.5% | $94,993-73.1% | $147,584-82.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 22.97% | 20.77%+2.2pp | 27.12%-4.2pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,427 | $3,160-54.8% | $2,603-45.2% | $4,876-70.7% |
| Participant deferral / active EE | $5,100 | $3,777+35.0% | $3,317+53.8% | $5,439-6.2% |
| Admin fee / account holder | $612 | $6,063-89.9% | $4,960-87.7% | $10,885-94.4% |