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 3-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 | $64,841 | $214,378-69.8% | $200,582-67.7% | $142,382-54.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.88% | 46.41%-20.5pp | 42.33%-16.5pp | 217.08%-191.2pp |
| Employer contribution / active EE | $5,318 | $6,841-22.3% | $6,419-17.1% | $4,299+23.7% |
| Participant deferral / active EE | $18,284 | $9,865+85.3% | $9,331+95.9% | $6,507+181.0% |
| Admin fee / account holder | $5,927 | $17,692-66.5% | $16,305-63.6% | $12,624-53.0% |