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 | $34,797 | $74,888-53.5% | $71,209-51.1% | $142,382-75.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.21% | 345.14%-324.9pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,469 | $2,854-13.5% | $2,721-9.3% | $4,299-42.6% |
| Participant deferral / active EE | $16,956 | $4,454+280.7% | $4,175+306.1% | $6,507+160.6% |
| Admin fee / account holder | $7,339 | $5,568+31.8% | $5,349+37.2% | $12,624-41.9% |