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 | $28,935 | $114,381-74.7% | $107,525-73.1% | $142,382-79.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.91% | 242.71%-211.8pp | 181.32%-150.4pp | 217.08%-186.2pp |
| Employer contribution / active EE | $3,135 | $4,015-21.9% | $3,754-16.5% | $4,299-27.1% |
| Participant deferral / active EE | $8,351 | $5,564+50.1% | $5,116+63.3% | $6,507+28.3% |
| Admin fee / account holder | $1,799 | $9,860-81.8% | $8,919-79.8% | $12,624-85.7% |