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 6-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 | $38,048 | $104,974-63.8% | $95,585-60.2% | $142,382-73.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.61% | 210.33%-194.7pp | 38.56%-22.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $691 | $2,779-75.1% | $2,527-72.6% | $4,299-83.9% |
| Participant deferral / active EE | $1,843 | $4,352-57.6% | $4,023-54.2% | $6,507-71.7% |
| Admin fee / account holder | $576 | $6,386-91.0% | $6,127-90.6% | $12,624-95.4% |