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 | $25,883 | $108,172-76.1% | $77,482-66.6% | $158,922-83.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.40% | 31.67%-18.3pp | 54.79%-41.4pp | 302.83%-289.4pp |
| Employer contribution / active EE | $894 | $1,325-32.5% | $986-9.4% | $4,761-81.2% |
| Participant deferral / active EE | $3,662 | $2,456+49.1% | $1,861+96.7% | $5,982-38.8% |
| Admin fee / account holder | $1,703 | $3,708-54.1% | $2,858-40.4% | $11,246-84.9% |