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 | $31,146 | $214,378-85.5% | $200,582-84.5% | $142,382-78.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.91% | 46.41%-24.5pp | 42.33%-20.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,157 | $6,841-68.5% | $6,419-66.4% | $4,299-49.8% |
| Participant deferral / active EE | $5,059 | $9,865-48.7% | $9,331-45.8% | $6,507-22.3% |
| Admin fee / account holder | $2,445 | $17,692-86.2% | $16,305-85.0% | $12,624-80.6% |