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 | $35,198 | $117,841-70.1% | $102,423-65.6% | $145,922-75.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 32.13% | 31.65%+0.5pp | 29.32%+2.8pp | 561.29%-529.2pp |
| Employer contribution / active EE | $1,461 | $3,615-59.6% | $3,023-51.7% | $4,660-68.6% |
| Participant deferral / active EE | $8,199 | $5,731+43.1% | $5,053+62.3% | $6,688+22.6% |
| Admin fee / account holder | $571 | $13,326-95.7% | $9,451-94.0% | $13,397-95.7% |