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 | $51,476 | $104,974-51.0% | $95,585-46.1% | $142,382-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.82% | 210.33%-193.5pp | 38.56%-21.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,824 | $2,779+73.6% | $2,527+90.9% | $4,299+12.2% |
| Participant deferral / active EE | $7,693 | $4,352+76.8% | $4,023+91.2% | $6,507+18.2% |
| Admin fee / account holder | $7,561 | $6,386+18.4% | $6,127+23.4% | $12,624-40.1% |