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 | $58,289 | $94,338-38.2% | $100,534-42.0% | $142,382-59.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.48% | 29.20%-11.7pp | 32.66%-15.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,032 | $4,237-28.4% | $4,346-30.2% | $4,299-29.5% |
| Participant deferral / active EE | $14,425 | $5,934+143.1% | $6,144+134.8% | $6,507+121.7% |
| Admin fee / account holder | $3,166 | $8,421-62.4% | $7,654-58.6% | $12,624-74.9% |