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 | $40,773 | $94,752-57.0% | $112,887-63.9% | $139,434-70.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 24.88% | 40.88%-16.0pp | 34.10%-9.2pp | 372.94%-348.1pp |
| Employer contribution / active EE | $10,257 | $4,625+121.8% | $4,563+124.8% | $4,751+115.9% |
| Participant deferral / active EE | $8,635 | $6,512+32.6% | $6,513+32.6% | $6,710+28.7% |
| Admin fee / account holder | $588 | $8,527-93.1% | $7,047-91.7% | $11,403-94.8% |