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 9-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 | $49,717 | $140,588-64.6% | $123,104-59.6% | $125,391-60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 9.82% | 16.80%-7.0pp | 13.22%-3.4pp | 282.22%-272.4pp |
| Employer contribution / active EE | $1,626 | $6,041-73.1% | $5,151-68.4% | $4,866-66.6% |
| Participant deferral / active EE | $4,357 | $6,980-37.6% | $6,230-30.1% | $5,352-18.6% |
| Admin fee / account holder | $492 | $11,198-95.6% | $9,015-94.5% | $9,540-94.8% |