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 6-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 | $46,457 | $69,207-32.9% | $64,056-27.5% | $139,434-66.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.84% | 45.88%-31.0pp | 33.69%-18.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,727 | $3,182+48.5% | $2,747+72.1% | $4,751-0.5% |
| Participant deferral / active EE | $6,625 | $4,682+41.5% | $3,880+70.7% | $6,710-1.3% |
| Admin fee / account holder | $7,147 | $4,244+68.4% | $3,068+132.9% | $11,403-37.3% |