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 | $33,814 | $114,381-70.4% | $107,525-68.6% | $142,382-76.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.84% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,778 | $4,015-30.8% | $3,754-26.0% | $4,299-35.4% |
| Participant deferral / active EE | $7,867 | $5,564+41.4% | $5,116+53.8% | $6,507+20.9% |
| Admin fee / account holder | $1,612 | $9,860-83.7% | $8,919-81.9% | $12,624-87.2% |