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 | $33,202 | $117,983-71.9% | $101,794-67.4% | $142,382-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.56% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,625 | $2,773+66.8% | $2,289+102.1% | $4,299+7.6% |
| Participant deferral / active EE | $10,596 | $4,714+124.8% | $4,084+159.5% | $6,507+62.8% |
| Admin fee / account holder | $742 | $10,433-92.9% | $8,777-91.5% | $12,624-94.1% |