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 | $22,001 | $115,770-81.0% | $101,248-78.3% | $158,922-86.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.81% | 56.14%-40.3pp | 46.47%-30.7pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,278 | $4,175-69.4% | $3,660-65.1% | $4,761-73.2% |
| Participant deferral / active EE | $2,799 | $4,957-43.5% | $4,370-36.0% | $5,982-53.2% |
| Admin fee / account holder | $1,048 | $7,245-85.5% | $5,945-82.4% | $11,246-90.7% |