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 7-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 | $53,061 | $227,553-76.7% | $189,557-72.0% | $167,490-68.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.24% | 78.40%-68.2pp | 64.17%-53.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $29,132 | $5,316+448.0% | $4,412+560.2% | $4,837+502.2% |
| Participant deferral / active EE | $9,467 | $7,002+35.2% | $6,174+53.3% | $6,341+49.3% |
| Admin fee / account holder | $494 | $11,878-95.8% | $9,807-95.0% | $12,309-96.0% |