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 4-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 | $17,008 | $80,717-78.9% | $154,803-89.0% | $84,808-79.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.22% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,433 | $2,761-48.1% | $4,305-66.7% | $2,631-45.5% |
| Participant deferral / active EE | $4,327 | $3,303+31.0% | $5,540-21.9% | $4,212+2.7% |
| Admin fee / account holder | $843 | $6,746-87.5% | $14,329-94.1% | $7,344-88.5% |