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 3-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 | $27,790 | $183,519-84.9% | $155,509-82.1% | $145,922-81.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 33.83% | 61.17%-27.3pp | 64.67%-30.8pp | 561.29%-527.5pp |
| Employer contribution / active EE | $6,000 | $5,313+12.9% | $4,672+28.4% | $4,660+28.8% |
| Participant deferral / active EE | $8,849 | $6,462+36.9% | $5,626+57.3% | $6,688+32.3% |
| Admin fee / account holder | $829 | $19,313-95.7% | $15,912-94.8% | $13,397-93.8% |