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 8-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 | $24,620 | $108,172-77.2% | $77,482-68.2% | $158,922-84.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 30.48% | 31.67%-1.2pp | 54.79%-24.3pp | 302.83%-272.3pp |
| Employer contribution / active EE | $18,527 | $1,325+1298.4% | $986+1778.2% | $4,761+289.1% |
| Participant deferral / active EE | $42,592 | $2,456+1634.1% | $1,861+2188.5% | $5,982+612.0% |
| Admin fee / account holder | $16,647 | $3,708+349.0% | $2,858+482.5% | $11,246+48.0% |