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 4-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 | $45,975 | $169,032-72.8% | $129,207-64.4% | $145,922-68.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.96% | 14330.11%-14314.2pp | 9417.33%-9401.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,631 | $5,537+19.8% | $4,153+59.7% | $4,660+42.3% |
| Participant deferral / active EE | $13,073 | $4,987+162.1% | $4,168+213.7% | $6,688+95.5% |
| Admin fee / account holder | $5,895 | $9,954-40.8% | $7,715-23.6% | $13,397-56.0% |