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 9-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 | $27,725 | $94,338-70.6% | $100,534-72.4% | $142,382-80.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 24.18% | 29.20%-5.0pp | 32.66%-8.5pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,996 | $4,237-29.3% | $4,346-31.1% | $4,299-30.3% |
| Participant deferral / active EE | $7,186 | $5,934+21.1% | $6,144+17.0% | $6,507+10.4% |
| Admin fee / account holder | $319 | $8,421-96.2% | $7,654-95.8% | $12,624-97.5% |