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 | $36,901 | $214,378-82.8% | $200,582-81.6% | $142,382-74.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.65% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,645 | $6,841-46.7% | $6,419-43.2% | $4,299-15.2% |
| Participant deferral / active EE | $11,923 | $9,865+20.9% | $9,331+27.8% | $6,507+83.2% |
| Admin fee / account holder | $6,410 | $17,692-63.8% | $16,305-60.7% | $12,624-49.2% |