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 | $64,584 | $118,427-45.5% | $66,042-2.2% | $142,382-54.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.27% | 35.57%-19.3pp | 52.11%-35.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,750 | $2,570+7.0% | $1,579+74.1% | $4,299-36.0% |
| Participant deferral / active EE | $15,097 | $4,311+250.2% | $2,835+432.4% | $6,507+132.0% |
| Admin fee / account holder | $3,265 | $9,593-66.0% | $5,747-43.2% | $12,624-74.1% |