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 | $43,230 | $172,478-74.9% | $145,661-70.3% | $142,382-69.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 26.40% | 151.09%-124.7pp | 101.46%-75.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $4,015 | $4,899-18.0% | $4,238-5.3% | $4,299-6.6% |
| Participant deferral / active EE | $15,676 | $8,348+87.8% | $7,198+117.8% | $6,507+140.9% |
| Admin fee / account holder | $2,169 | $16,864-87.1% | $12,466-82.6% | $12,624-82.8% |