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 9-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 | $30,291 | $109,327-72.3% | $89,391-66.1% | $158,922-80.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.14% | 345.68%-318.5pp | 245.62%-218.5pp | 302.83%-275.7pp |
| Employer contribution / active EE | $1,949 | $3,170-38.5% | $2,586-24.6% | $4,761-59.1% |
| Participant deferral / active EE | $4,555 | $4,598-0.9% | $3,890+17.1% | $5,982-23.9% |
| Admin fee / account holder | $1,107 | $6,153-82.0% | $4,881-77.3% | $11,246-90.2% |