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 7-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 | $25,514 | $99,918-74.5% | $81,382-68.6% | $145,922-82.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.60% | 34.32%-11.7pp | 24.73%-2.1pp | 561.29%-538.7pp |
| Employer contribution / active EE | $746 | $2,978-75.0% | $2,463-69.7% | $4,660-84.0% |
| Participant deferral / active EE | $2,113 | $4,605-54.1% | $3,883-45.6% | $6,688-68.4% |
| Admin fee / account holder | $824 | $8,212-90.0% | $5,768-85.7% | $13,397-93.9% |