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 | $27,785 | $46,869-40.7% | $122,332-77.3% | $70,131-60.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 27.12% | 24.22%+2.9pp | 30.27%-3.2pp | 73.14%-46.0pp |
| Employer contribution / active EE | $484 | $1,288-62.4% | $4,050-88.1% | $2,342-79.3% |
| Participant deferral / active EE | $5,842 | $2,166+169.7% | $3,287+77.7% | $3,332+75.4% |
| Admin fee / account holder | $6,622 | $3,322+99.3% | $5,478+20.9% | $4,645+42.6% |