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 | $46,301 | $93,170-50.3% | $100,534-53.9% | $84,808-45.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 20.52% | 47.13%-26.6pp | 32.66%-12.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,322 | $3,985-41.7% | $4,346-46.6% | $2,631-11.8% |
| Participant deferral / active EE | $5,201 | $5,699-8.7% | $6,144-15.3% | $4,212+23.5% |
| Admin fee / account holder | $1,480 | $7,382-80.0% | $7,654-80.7% | $7,344-79.8% |