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 | $48,654 | $227,553-78.6% | $189,557-74.3% | $167,490-71.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.00% | 78.40%-57.4pp | 64.17%-43.2pp | 478.56%-457.6pp |
| Employer contribution / active EE | $3,837 | $5,316-27.8% | $4,412-13.0% | $4,837-20.7% |
| Participant deferral / active EE | $9,535 | $7,002+36.2% | $6,174+54.4% | $6,341+50.4% |
| Admin fee / account holder | $488 | $11,878-95.9% | $9,807-95.0% | $12,309-96.0% |