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 4-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 | $120,071 | $201,272-40.3% | $184,203-34.8% | $145,922-17.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.80% | 29.00%+5.8pp | 28.81%+6.0pp | 561.29%-526.5pp |
| Employer contribution / active EE | $3,656 | $7,022-47.9% | $6,427-43.1% | $4,660-21.5% |
| Participant deferral / active EE | $16,900 | $9,806+72.3% | $9,131+85.1% | $6,688+152.7% |
| Admin fee / account holder | $403 | $16,364-97.5% | $13,901-97.1% | $13,397-97.0% |