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 8-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 | $31,932 | $81,632-60.9% | $70,449-54.7% | $158,922-79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.81% | 208.40%-203.6pp | 109.03%-104.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,597 | $3,217-19.3% | $2,737-5.1% | $4,761-45.5% |
| Participant deferral / active EE | $4,280 | $4,554-6.0% | $3,709+15.4% | $5,982-28.5% |
| Admin fee / account holder | $302 | $6,193-95.1% | $3,845-92.1% | $11,246-97.3% |