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 9-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 | $48,572 | $104,664-53.6% | $85,682-43.3% | $167,490-71.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.82% | 21.45%-2.6pp | 21.49%-2.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $5,771 | $3,337+72.9% | $2,618+120.4% | $4,837+19.3% |
| Participant deferral / active EE | $3,638 | $4,824-24.6% | $3,923-7.3% | $6,341-42.6% |
| Admin fee / account holder | $468 | $10,032-95.3% | $6,873-93.2% | $12,309-96.2% |