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 | $50,678 | $81,632-37.9% | $70,449-28.1% | $158,922-68.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.42% | 208.40%-186.0pp | 109.03%-86.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $3,205 | $3,217-0.4% | $2,737+17.1% | $4,761-32.7% |
| Participant deferral / active EE | $17,795 | $4,554+290.8% | $3,709+379.8% | $5,982+197.5% |
| Admin fee / account holder | $455 | $6,193-92.7% | $3,845-88.2% | $11,246-96.0% |