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 3-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 | $27,851 | $106,584-73.9% | $101,326-72.5% | $142,382-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.76% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $7,513 | $3,956+89.9% | $3,665+105.0% | $4,299+74.7% |
| Participant deferral / active EE | $13,580 | $8,297+63.7% | $7,994+69.9% | $6,507+108.7% |
| Admin fee / account holder | $2,932 | $11,446-74.4% | $11,185-73.8% | $12,624-76.8% |