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 | $33,055 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.80% | 348.15%-320.3pp | 276.60%-248.8pp | 302.83%-275.0pp |
| Employer contribution / active EE | $10,761 | $5,103+110.9% | $4,644+131.7% | $4,761+126.0% |
| Participant deferral / active EE | $6,861 | $7,181-4.5% | $6,842+0.3% | $5,982+14.7% |
| Admin fee / account holder | $2,709 | $10,807-74.9% | $9,309-70.9% | $11,246-75.9% |