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 | $31,436 | $118,919-73.6% | $88,538-64.5% | $152,861-79.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 17.22% | 47.92%-30.7pp | 43.64%-26.4pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,593 | $2,669+72.1% | $2,098+118.9% | $4,762-3.6% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,110 | $5,876-13.0% | $4,310+18.5% | $11,596-55.9% |