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 | $30,264 | $48,795-38.0% | $65,493-53.8% | $84,808-64.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.22% | 20.20%-5.0pp | 982.45%-967.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,247 | $1,930+16.5% | $2,574-12.7% | $2,631-14.6% |
| Participant deferral / active EE | $2,859 | $2,928-2.4% | $3,961-27.8% | $4,212-32.1% |
| Admin fee / account holder | $1,416 | $3,877-63.5% | $5,028-71.8% | $7,344-80.7% |