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 4-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 | $71,580 | $214,378-66.6% | $200,582-64.3% | $142,382-49.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.31% | 46.41%-20.1pp | 42.33%-16.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $15,289 | $6,841+123.5% | $6,419+138.2% | $4,299+255.6% |
| Participant deferral / active EE | $15,493 | $9,865+57.1% | $9,331+66.0% | $6,507+138.1% |
| Admin fee / account holder | $393 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |