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 | $74,218 | $114,381-35.1% | $107,525-31.0% | $142,382-47.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.53% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,370 | $4,015+33.8% | $3,754+43.1% | $4,299+24.9% |
| Participant deferral / active EE | $13,697 | $5,564+146.2% | $5,116+167.7% | $6,507+110.5% |
| Admin fee / account holder | $1,710 | $9,860-82.7% | $8,919-80.8% | $12,624-86.5% |