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 | $58,250 | $97,744-40.4% | $103,476-43.7% | $145,922-60.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 34.60% | 25.41%+9.2pp | 23.90%+10.7pp | 561.29%-526.7pp |
| Employer contribution / active EE | $10,140 | $4,677+116.8% | $4,672+117.0% | $4,660+117.6% |
| Participant deferral / active EE | $25,487 | $6,603+286.0% | $6,623+284.8% | $6,688+281.1% |
| Admin fee / account holder | $50,285 | $12,515+301.8% | $9,413+434.2% | $13,397+275.3% |