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 | $66,371 | $133,922-50.4% | $116,228-42.9% | $142,382-53.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.91% | 147.76%-127.9pp | 90.06%-70.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,316 | $3,446-61.8% | $2,994-56.0% | $4,299-69.4% |
| Participant deferral / active EE | $7,410 | $5,672+30.6% | $4,953+49.6% | $6,507+13.9% |
| Admin fee / account holder | $601 | $14,945-96.0% | $11,989-95.0% | $12,624-95.2% |