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 | $30,568 | $72,492-57.8% | $87,100-64.9% | $72,985-58.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 59.30% | 24.46%+34.8pp | 28.19%+31.1pp | 81.00%-21.7pp |
| Employer contribution / active EE | $1,746 | $1,894-7.8% | $2,521-30.7% | $2,440-28.4% |
| Participant deferral / active EE | $6,392 | $3,270+95.5% | $4,049+57.9% | $3,607+77.2% |
| Admin fee / account holder | $1,253 | $5,055-75.2% | $7,497-83.3% | $5,124-75.6% |