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 | $46,432 | $94,625-50.9% | $116,228-60.1% | $84,808-45.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 25.56% | 20.40%+5.2pp | 90.06%-64.5pp | 40.90%-15.3pp |
| Employer contribution / active EE | $2,295 | $2,347-2.2% | $2,994-23.4% | $2,631-12.8% |
| Participant deferral / active EE | $8,720 | $3,972+119.5% | $4,953+76.1% | $4,212+107.1% |
| Admin fee / account holder | $2,636 | $10,091-73.9% | $11,989-78.0% | $7,344-64.1% |