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 | $40,723 | $140,940-71.1% | $112,229-63.7% | $139,434-70.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.92% | 32.71%-7.8pp | 30.20%-5.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $7,781 | $4,283+81.7% | $3,430+126.8% | $4,751+63.8% |
| Participant deferral / active EE | $11,668 | $5,874+98.6% | $4,798+143.2% | $6,710+73.9% |
| Admin fee / account holder | $3,362 | $9,954-66.2% | $7,748-56.6% | $11,403-70.5% |