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 | $57,886 | $214,378-73.0% | $200,582-71.1% | $142,382-59.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.38% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,234 | $6,841-8.9% | $6,419-2.9% | $4,299+45.0% |
| Participant deferral / active EE | $13,644 | $9,865+38.3% | $9,331+46.2% | $6,507+109.7% |
| Admin fee / account holder | $646 | $17,692-96.3% | $16,305-96.0% | $12,624-94.9% |