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 4-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 | $53,183 | $99,918-46.8% | $81,382-34.7% | $145,922-63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.60% | 34.32%-22.7pp | 24.73%-13.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,124 | $2,978-62.3% | $2,463-54.4% | $4,660-75.9% |
| Participant deferral / active EE | $3,959 | $4,605-14.0% | $3,883+1.9% | $6,688-40.8% |
| Admin fee / account holder | $457 | $8,212-94.4% | $5,768-92.1% | $13,397-96.6% |