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 8-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 | $23,678 | $228,332-89.6% | $185,823-87.3% | $158,922-85.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.84% | 40.80%-20.0pp | 35.95%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,756 | $4,967-64.7% | $4,087-57.0% | $4,761-63.1% |
| Participant deferral / active EE | $5,151 | $6,415-19.7% | $5,632-8.5% | $5,982-13.9% |
| Admin fee / account holder | $1,035 | $11,864-91.3% | $9,500-89.1% | $11,246-90.8% |