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 | $59,105 | $152,587-61.3% | $125,175-52.8% | $152,861-61.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 65.96% | 54.84%+11.1pp | 43.79%+22.2pp | 345.32%-279.4pp |
| Employer contribution / active EE | $4,405 | $4,946-10.9% | $3,865+14.0% | $4,762-7.5% |
| Participant deferral / active EE | $9,006 | $5,868+53.5% | $4,937+82.4% | $5,850+53.9% |
| Admin fee / account holder | $6,722 | $13,434-50.0% | $9,702-30.7% | $11,596-42.0% |