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 4-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 | $62,559 | $238,490-73.8% | $180,183-65.3% | $142,382-56.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 24.77% | 33.56%-8.8pp | 27.86%-3.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $3,317 | $6,143-46.0% | $5,039-34.2% | $4,299-22.8% |
| Participant deferral / active EE | $13,295 | $7,996+66.3% | $6,822+94.9% | $6,507+104.3% |
| Admin fee / account holder | $336 | $28,866-98.8% | $19,975-98.3% | $12,624-97.3% |