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 | $40,539 | $106,515-61.9% | $96,683-58.1% | $139,434-70.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.20% | 38.43%-9.2pp | 35.69%-6.5pp | 372.94%-343.7pp |
| Employer contribution / active EE | $8,217 | $4,103+100.3% | $3,737+119.9% | $4,751+73.0% |
| Participant deferral / active EE | $8,472 | $5,454+55.3% | $4,878+73.7% | $6,710+26.2% |
| Admin fee / account holder | $382 | $7,877-95.1% | $6,730-94.3% | $11,403-96.6% |