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 9-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 | $50,207 | $165,912-69.7% | $122,332-59.0% | $147,584-66.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.91% | 34.55%-19.6pp | 30.27%-15.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,314 | $5,754-77.2% | $4,050-67.6% | $4,876-73.1% |
| Participant deferral / active EE | $5,289 | $4,005+32.0% | $3,287+60.9% | $5,439-2.8% |
| Admin fee / account holder | $1,379 | $7,424-81.4% | $5,478-74.8% | $10,885-87.3% |