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 8-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 | $23,039 | $99,877-76.9% | $84,966-72.9% | $145,922-84.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.11% | 83.76%-71.6pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $756 | $3,231-76.6% | $2,727-72.3% | $4,660-83.8% |
| Participant deferral / active EE | $944 | $5,291-82.2% | $4,519-79.1% | $6,688-85.9% |
| Admin fee / account holder | $3,735 | $7,248-48.5% | $6,149-39.3% | $13,397-72.1% |