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 | $34,187 | $106,584-67.9% | $101,326-66.3% | $142,382-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 29.77% | 36.93%-7.2pp | 36.82%-7.1pp | 217.08%-187.3pp |
| Employer contribution / active EE | $4,223 | $3,956+6.8% | $3,665+15.2% | $4,299-1.8% |
| Participant deferral / active EE | $10,102 | $8,297+21.8% | $7,994+26.4% | $6,507+55.2% |
| Admin fee / account holder | $410 | $11,446-96.4% | $11,185-96.3% | $12,624-96.7% |