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 | $32,019 | $149,734-78.6% | $118,925-73.1% | $158,922-79.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.84% | 19.95%-11.1pp | 35.88%-27.0pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,412 | $4,115-65.7% | $3,263-56.7% | $4,761-70.4% |
| Participant deferral / active EE | $8,667 | $5,223+65.9% | $4,265+103.2% | $5,982+44.9% |
| Admin fee / account holder | $525 | $8,603-93.9% | $6,581-92.0% | $11,246-95.3% |