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 5-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 | $40,438 | $104,974-61.5% | $95,585-57.7% | $142,382-71.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.93% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,072 | $2,779+46.5% | $2,527+61.2% | $4,299-5.3% |
| Participant deferral / active EE | $6,232 | $4,352+43.2% | $4,023+54.9% | $6,507-4.2% |
| Admin fee / account holder | $23,807 | $6,386+272.8% | $6,127+288.5% | $12,624+88.6% |