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 | $45,700 | $118,427-61.4% | $66,042-30.8% | $142,382-67.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 10.21% | 35.57%-25.4pp | 52.11%-41.9pp | 217.08%-206.9pp |
| Employer contribution / active EE | $15,822 | $2,570+515.7% | $1,579+901.8% | $4,299+268.0% |
| Participant deferral / active EE | $13,166 | $4,311+205.4% | $2,835+364.3% | $6,507+102.3% |
| Admin fee / account holder | $20,355 | $9,593+112.2% | $5,747+254.2% | $12,624+61.2% |