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 6-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 | $42,975 | $117,983-63.6% | $101,794-57.8% | $142,382-69.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.94% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,569 | $2,773+100.9% | $2,289+143.3% | $4,299+29.5% |
| Participant deferral / active EE | $12,392 | $4,714+162.9% | $4,084+203.4% | $6,507+90.4% |
| Admin fee / account holder | $4,182 | $10,433-59.9% | $8,777-52.3% | $12,624-66.9% |