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 | $13,337 | $94,338-85.9% | $100,534-86.7% | $142,382-90.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.88% | 29.20%-9.3pp | 32.66%-12.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,497 | $4,237-41.1% | $4,346-42.5% | $4,299-41.9% |
| Participant deferral / active EE | $5,010 | $5,934-15.6% | $6,144-18.5% | $6,507-23.0% |
| Admin fee / account holder | $1,963 | $8,421-76.7% | $7,654-74.4% | $12,624-84.5% |