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 5-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 | $24,949 | $177,572-85.9% | $154,803-83.9% | $142,382-82.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.83% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,152 | $4,810+7.1% | $4,305+19.7% | $4,299+19.8% |
| Participant deferral / active EE | $3,523 | $6,272-43.8% | $5,540-36.4% | $6,507-45.9% |
| Admin fee / account holder | $2,521 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |