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 | $52,004 | $108,919-52.3% | $100,391-48.2% | $145,922-64.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.91% | 57.88%-32.0pp | 49.20%-23.3pp | 561.29%-535.4pp |
| Employer contribution / active EE | $6,179 | $4,419+39.8% | $3,942+56.8% | $4,660+32.6% |
| Participant deferral / active EE | $12,893 | $8,445+52.7% | $8,082+59.5% | $6,688+92.8% |
| Admin fee / account holder | $313 | $9,689-96.8% | $7,899-96.0% | $13,397-97.7% |