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 | $52,073 | $114,381-54.5% | $107,525-51.6% | $142,382-63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.86% | 242.71%-226.8pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,926 | $4,015+271.8% | $3,754+297.6% | $4,299+247.2% |
| Participant deferral / active EE | $4,992 | $5,564-10.3% | $5,116-2.4% | $6,507-23.3% |
| Admin fee / account holder | $15,778 | $9,860+60.0% | $8,919+76.9% | $12,624+25.0% |