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 | $34,792 | $71,829-51.6% | $69,780-50.1% | $142,382-75.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.61% | 31.01%-12.4pp | 26.31%-7.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,253 | $4,385-25.8% | $4,168-22.0% | $4,299-24.3% |
| Participant deferral / active EE | $4,738 | $6,819-30.5% | $6,164-23.1% | $6,507-27.2% |
| Admin fee / account holder | $2,062 | $7,818-73.6% | $7,285-71.7% | $12,624-83.7% |