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 | $59,676 | $107,452-44.5% | $91,541-34.8% | $142,382-58.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.71% | 22.06%-4.4pp | 20.50%-2.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,582 | $2,994+53.0% | $2,505+83.0% | $4,299+6.6% |
| Participant deferral / active EE | $13,993 | $4,754+194.3% | $4,008+249.1% | $6,507+115.0% |
| Admin fee / account holder | $323 | $8,834-96.3% | $6,956-95.4% | $12,624-97.4% |