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 6-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 | $59,617 | $74,888-20.4% | $71,209-16.3% | $142,382-58.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.32% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,529 | $2,854-11.4% | $2,721-7.1% | $4,299-41.2% |
| Participant deferral / active EE | $10,165 | $4,454+128.2% | $4,175+143.5% | $6,507+56.2% |
| Admin fee / account holder | $419 | $5,568-92.5% | $5,349-92.2% | $12,624-96.7% |