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 5-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 | $27,350 | $104,974-73.9% | $95,585-71.4% | $142,382-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.86% | 210.33%-188.5pp | 38.56%-16.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,012 | $2,779-63.6% | $2,527-60.0% | $4,299-76.5% |
| Participant deferral / active EE | $3,829 | $4,352-12.0% | $4,023-4.8% | $6,507-41.2% |
| Admin fee / account holder | $1,475 | $6,386-76.9% | $6,127-75.9% | $12,624-88.3% |