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 7-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 | $54,584 | $107,934-49.4% | $91,989-40.7% | $152,861-64.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.62% | 89.24%-69.6pp | 69.02%-49.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,334 | $4,210-44.6% | $3,452-32.4% | $4,762-51.0% |
| Participant deferral / active EE | $2,514 | $6,364-60.5% | $5,923-57.6% | $5,850-57.0% |
| Admin fee / account holder | $5,453 | $10,520-48.2% | $7,743-29.6% | $11,596-53.0% |