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 6-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 | $33,897 | $159,602-78.8% | $150,045-77.4% | $142,382-76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.38% | 70.24%-32.9pp | 62.55%-25.2pp | 217.08%-179.7pp |
| Employer contribution / active EE | $3,681 | $4,961-25.8% | $4,693-21.6% | $4,299-14.4% |
| Participant deferral / active EE | $10,873 | $8,310+30.8% | $7,997+36.0% | $6,507+67.1% |
| Admin fee / account holder | $8,139 | $14,846-45.2% | $13,435-39.4% | $12,624-35.5% |