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 5-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 | $31,257 | $183,519-83.0% | $155,509-79.9% | $145,922-78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.03% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,176 | $5,313-40.2% | $4,672-32.0% | $4,660-31.8% |
| Participant deferral / active EE | $8,085 | $6,462+25.1% | $5,626+43.7% | $6,688+20.9% |
| Admin fee / account holder | $905 | $19,313-95.3% | $15,912-94.3% | $13,397-93.2% |