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 | $31,733 | $176,056-82.0% | $159,436-80.1% | $167,490-81.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.62% | 331.75%-316.1pp | 263.57%-248.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $10,958 | $5,297+106.9% | $4,829+126.9% | $4,837+126.5% |
| Participant deferral / active EE | $3,623 | $7,750-53.2% | $7,352-50.7% | $6,341-42.9% |
| Admin fee / account holder | $786 | $12,554-93.7% | $10,799-92.7% | $12,309-93.6% |