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 8-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 | $43,188 | $124,319-65.3% | $111,297-61.2% | $167,490-74.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 27.90% | 37.44%-9.5pp | 54.65%-26.8pp | 478.56%-450.7pp |
| Employer contribution / active EE | $4,172 | $3,435+21.4% | $2,731+52.8% | $4,837-13.8% |
| Participant deferral / active EE | $12,093 | $5,180+133.4% | $4,487+169.5% | $6,341+90.7% |
| Admin fee / account holder | $2,631 | $10,618-75.2% | $7,964-67.0% | $12,309-78.6% |