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 5-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 | $65,554 | $94,752-30.8% | $112,887-41.9% | $139,434-53.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 23.92% | 40.88%-17.0pp | 34.10%-10.2pp | 372.94%-349.0pp |
| Employer contribution / active EE | $21,634 | $4,625+367.8% | $4,563+374.1% | $4,751+355.4% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $974 | $8,527-88.6% | $7,047-86.2% | $11,403-91.5% |