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 | $35,066 | $112,881-68.9% | $90,951-61.4% | $158,922-77.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.05% | 215.79%-200.7pp | 134.60%-119.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,885 | $2,893-34.9% | $2,122-11.2% | $4,761-60.4% |
| Participant deferral / active EE | $6,303 | $4,128+52.7% | $3,373+86.9% | $5,982+5.4% |
| Admin fee / account holder | $1,982 | $8,041-75.4% | $5,959-66.7% | $11,246-82.4% |