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 | $34,581 | $177,572-80.5% | $154,803-77.7% | $142,382-75.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.73% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,873 | $4,810+22.1% | $4,305+36.4% | $4,299+36.6% |
| Participant deferral / active EE | $6,461 | $6,272+3.0% | $5,540+16.6% | $6,507-0.7% |
| Admin fee / account holder | $1,431 | $16,786-91.5% | $14,329-90.0% | $12,624-88.7% |