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 | $46,310 | $108,919-57.5% | $100,391-53.9% | $145,922-68.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.46% | 57.88%-41.4pp | 49.20%-32.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $5,588 | $4,419+26.4% | $3,942+41.8% | $4,660+19.9% |
| Participant deferral / active EE | $7,783 | $8,445-7.8% | $8,082-3.7% | $6,688+16.4% |
| Admin fee / account holder | $2,386 | $9,689-75.4% | $7,899-69.8% | $13,397-82.2% |