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 | $51,532 | $202,432-74.5% | $169,368-69.6% | $139,434-63.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 531.74%-520.3pp | 405.60%-394.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $4,340 | $4,692-7.5% | $4,013+8.2% | $4,751-8.6% |
| Participant deferral / active EE | $8,171 | $6,938+17.8% | $6,221+31.3% | $6,710+21.8% |
| Admin fee / account holder | $2,476 | $10,708-76.9% | $9,003-72.5% | $11,403-78.3% |