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 | $133,505 | $214,378-37.7% | $200,582-33.4% | $142,382-6.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.18% | 46.41%-20.2pp | 42.33%-16.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $47,941 | $6,841+600.7% | $6,419+646.9% | $4,299+1015.1% |
| Participant deferral / active EE | $24,153 | $9,865+144.8% | $9,331+158.8% | $6,507+271.2% |
| Admin fee / account holder | $5,776 | $17,692-67.4% | $16,305-64.6% | $12,624-54.2% |