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 3-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 | $32,802 | $99,877-67.2% | $84,966-61.4% | $145,922-77.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.05% | 83.76%-68.7pp | 66.38%-51.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,866 | $3,231+50.6% | $2,727+78.4% | $4,660+4.4% |
| Participant deferral / active EE | $8,179 | $5,291+54.6% | $4,519+81.0% | $6,688+22.3% |
| Admin fee / account holder | $6,138 | $7,248-15.3% | $6,149-0.2% | $13,397-54.2% |