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 9-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 | $21,257 | $114,381-81.4% | $107,525-80.2% | $142,382-85.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,668 | $4,015+16.3% | $3,754+24.4% | $4,299+8.6% |
| Participant deferral / active EE | $4,669 | $5,564-16.1% | $5,116-8.7% | $6,507-28.2% |
| Admin fee / account holder | $1,362 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |