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 | $28,977 | $48,795-40.6% | $65,493-55.8% | $84,808-65.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.58% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $760 | $1,930-60.6% | $2,574-70.5% | $2,631-71.1% |
| Participant deferral / active EE | $1,789 | $2,928-38.9% | $3,961-54.8% | $4,212-57.5% |
| Admin fee / account holder | $2,046 | $3,877-47.2% | $5,028-59.3% | $7,344-72.1% |