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 3-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 | $26,846 | $179,726-85.1% | $156,263-82.8% | $142,382-81.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.44% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,275 | $5,069+83.0% | $4,333+114.0% | $4,299+115.7% |
| Participant deferral / active EE | $4,444 | $6,956-36.1% | $6,158-27.8% | $6,507-31.7% |
| Admin fee / account holder | $767 | $17,272-95.6% | $14,255-94.6% | $12,624-93.9% |