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 | $57,451 | $159,602-64.0% | $150,045-61.7% | $142,382-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.39% | 70.24%-50.8pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,066 | $4,961-38.2% | $4,693-34.7% | $4,299-28.7% |
| Participant deferral / active EE | $9,038 | $8,310+8.8% | $7,997+13.0% | $6,507+38.9% |
| Admin fee / account holder | $662 | $14,846-95.5% | $13,435-95.1% | $12,624-94.8% |