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 | $40,287 | $154,117-73.9% | $129,995-69.0% | $139,434-71.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 32.48%-14.8pp | -137.18%+154.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,489 | $5,289-34.0% | $4,320-19.2% | $4,751-26.6% |
| Participant deferral / active EE | $4,721 | $6,710-29.6% | $5,820-18.9% | $6,710-29.6% |
| Admin fee / account holder | $6,361 | $14,007-54.6% | $10,614-40.1% | $11,403-44.2% |