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 | $42,403 | $127,264-66.7% | $109,895-61.4% | $167,490-74.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.39% | 22.97%-10.6pp | 29.45%-17.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,272 | $3,322-1.5% | $2,842+15.1% | $4,837-32.4% |
| Participant deferral / active EE | $7,600 | $4,514+68.4% | $4,048+87.7% | $6,341+19.8% |
| Admin fee / account holder | $948 | $7,114-86.7% | $6,066-84.4% | $12,309-92.3% |