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 3-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 | $37,790 | $133,922-71.8% | $116,228-67.5% | $142,382-73.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.16% | 147.76%-128.6pp | 90.06%-70.9pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,875 | $3,446+70.5% | $2,994+96.2% | $4,299+36.7% |
| Participant deferral / active EE | $20,154 | $5,672+255.3% | $4,953+306.9% | $6,507+209.7% |
| Admin fee / account holder | $7,561 | $14,945-49.4% | $11,989-36.9% | $12,624-40.1% |