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 3-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 | $32,120 | $183,519-82.5% | $155,509-79.3% | $145,922-78.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.07% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.2pp |
| Employer contribution / active EE | $2,450 | $5,313-53.9% | $4,672-47.6% | $4,660-47.4% |
| Participant deferral / active EE | $7,560 | $6,462+17.0% | $5,626+34.4% | $6,688+13.0% |
| Admin fee / account holder | $386 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |