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 10-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 | $18,143 | $77,419-76.6% | $69,455-73.9% | $152,861-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.85% | 39.06%-18.2pp | 28.97%-8.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,734 | $3,315-47.7% | $2,779-37.6% | $4,762-63.6% |
| Participant deferral / active EE | $2,595 | $4,414-41.2% | $3,535-26.6% | $5,850-55.6% |
| Admin fee / account holder | $1,996 | $6,207-67.8% | $3,839-48.0% | $11,596-82.8% |