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 | $39,268 | $152,587-74.3% | $125,175-68.6% | $152,861-74.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.87% | 54.84%-30.0pp | 43.79%-18.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $9,261 | $4,946+87.2% | $3,865+139.6% | $4,762+94.5% |
| Participant deferral / active EE | $8,539 | $5,868+45.5% | $4,937+73.0% | $5,850+46.0% |
| Admin fee / account holder | $1,585 | $13,434-88.2% | $9,702-83.7% | $11,596-86.3% |