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 | $66,975 | $104,974-36.2% | $95,585-29.9% | $142,382-53.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.14% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,271 | $2,779-54.3% | $2,527-49.7% | $4,299-70.4% |
| Participant deferral / active EE | $10,840 | $4,352+149.1% | $4,023+169.5% | $6,507+66.6% |
| Admin fee / account holder | $427 | $6,386-93.3% | $6,127-93.0% | $12,624-96.6% |