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 | $57,736 | $165,335-65.1% | $149,696-61.4% | $158,922-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.92% | 348.15%-336.2pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $5,362 | $5,103+5.1% | $4,644+15.5% | $4,761+12.6% |
| Participant deferral / active EE | $9,145 | $7,181+27.4% | $6,842+33.7% | $5,982+52.9% |
| Admin fee / account holder | $460 | $10,807-95.7% | $9,309-95.1% | $11,246-95.9% |