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 | $36,112 | $89,753-59.8% | $107,525-66.4% | $84,808-57.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.57% | 29.48%-8.9pp | 181.32%-160.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,382 | $3,113+40.7% | $3,754+16.7% | $2,631+66.5% |
| Participant deferral / active EE | $8,562 | $4,056+111.1% | $5,116+67.4% | $4,212+103.3% |
| Admin fee / account holder | $1,652 | $7,222-77.1% | $8,919-81.5% | $7,344-77.5% |