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 | $33,747 | $117,841-71.4% | $102,423-67.1% | $145,922-76.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,950 | $3,615+9.3% | $3,023+30.7% | $4,660-15.2% |
| Participant deferral / active EE | $7,250 | $5,731+26.5% | $5,053+43.5% | $6,688+8.4% |
| Admin fee / account holder | $759 | $13,326-94.3% | $9,451-92.0% | $13,397-94.3% |