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 | $34,445 | $201,272-82.9% | $184,203-81.3% | $145,922-76.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.84% | 29.00%-2.2pp | 28.81%-2.0pp | 561.29%-534.4pp |
| Employer contribution / active EE | $3,929 | $7,022-44.0% | $6,427-38.9% | $4,660-15.7% |
| Participant deferral / active EE | $11,962 | $9,806+22.0% | $9,131+31.0% | $6,688+78.9% |
| Admin fee / account holder | $848 | $16,364-94.8% | $13,901-93.9% | $13,397-93.7% |