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 | $32,944 | $54,705-39.8% | $71,209-53.7% | $84,808-61.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.94% | 35.90%-15.0pp | 282.51%-261.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,548 | $2,158+18.1% | $2,721-6.4% | $2,631-3.2% |
| Participant deferral / active EE | $7,040 | $3,030+132.3% | $4,175+68.6% | $4,212+67.2% |
| Admin fee / account holder | $1,797 | $4,863-63.1% | $5,349-66.4% | $7,344-75.5% |