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 | $45,964 | $105,126-56.3% | $94,646-51.4% | $139,434-67.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.75% | 38.03%-21.3pp | 156.71%-140.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,408 | $4,106+7.4% | $3,672+20.0% | $4,751-7.2% |
| Participant deferral / active EE | $12,608 | $7,599+65.9% | $7,418+70.0% | $6,710+87.9% |
| Admin fee / account holder | $435 | $8,984-95.2% | $7,231-94.0% | $11,403-96.2% |