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 | $24,020 | $176,056-86.4% | $159,436-84.9% | $167,490-85.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.53% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $3,286 | $5,297-38.0% | $4,829-32.0% | $4,837-32.1% |
| Participant deferral / active EE | $5,773 | $7,750-25.5% | $7,352-21.5% | $6,341-9.0% |
| Admin fee / account holder | $578 | $12,554-95.4% | $10,799-94.7% | $12,309-95.3% |