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 7-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 | $35,317 | $118,849-70.3% | $96,562-63.4% | $167,490-78.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 21.04% | 50.49%-29.4pp | 37.78%-16.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $4,187 | $3,120+34.2% | $2,356+77.7% | $4,837-13.5% |
| Participant deferral / active EE | $8,976 | $4,616+94.5% | $3,849+133.2% | $6,341+41.6% |
| Admin fee / account holder | $507 | $8,065-93.7% | $6,181-91.8% | $12,309-95.9% |