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 | $37,895 | $154,117-75.4% | $129,995-70.8% | $139,434-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.80% | 32.48%-9.7pp | -137.18%+160.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $4,081 | $5,289-22.8% | $4,320-5.5% | $4,751-14.1% |
| Participant deferral / active EE | $10,475 | $6,710+56.1% | $5,820+80.0% | $6,710+56.1% |
| Admin fee / account holder | $1,589 | $14,007-88.7% | $10,614-85.0% | $11,403-86.1% |