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 5-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 | $54,377 | $56,053-3.0% | $75,972-28.4% | $80,856-32.7% |
| Participation rate | 76.3% | 62.0%+14.3pp | 69.1%+7.3pp | 67.6%+8.7pp |
| Annual return | 15.07% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,399 | $1,874+134.7% | $2,685+63.8% | $2,755+59.7% |
| Participant deferral / active EE | $7,747 | $3,052+153.9% | $4,255+82.0% | $4,296+80.3% |
| Admin fee / account holder | $4,355 | $5,234-16.8% | $6,467-32.7% | $6,918-37.0% |