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 7-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 | $24,059 | $104,974-77.1% | $95,585-74.8% | $142,382-83.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.09% | 210.33%-194.2pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,450 | $2,779-47.8% | $2,527-42.6% | $4,299-66.3% |
| Participant deferral / active EE | $4,036 | $4,352-7.3% | $4,023+0.3% | $6,507-38.0% |
| Admin fee / account holder | $1,880 | $6,386-70.6% | $6,127-69.3% | $12,624-85.1% |