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 | $41,315 | $95,266-56.6% | $82,389-49.9% | $142,382-71.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.18% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,980 | $2,991+33.0% | $2,517+58.1% | $4,299-7.4% |
| Participant deferral / active EE | $2,015 | $4,809-58.1% | $4,155-51.5% | $6,507-69.0% |
| Admin fee / account holder | $802 | $8,563-90.6% | $7,231-88.9% | $12,624-93.6% |