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 6-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 | $40,967 | $159,602-74.3% | $150,045-72.7% | $142,382-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.28% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,954 | $4,961-20.3% | $4,693-15.8% | $4,299-8.0% |
| Participant deferral / active EE | $7,881 | $8,310-5.2% | $7,997-1.5% | $6,507+21.1% |
| Admin fee / account holder | $26,238 | $14,846+76.7% | $13,435+95.3% | $12,624+107.8% |