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 | $75,921 | $165,335-54.1% | $149,696-49.3% | $158,922-52.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 281.25% | 348.15%-66.9pp | 276.60%+4.6pp | 302.83%-21.6pp |
| Employer contribution / active EE | $1,906 | $5,103-62.6% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $3,935 | $7,181-45.2% | $6,842-42.5% | $5,982-34.2% |
| Admin fee / account holder | $412 | $10,807-96.2% | $9,309-95.6% | $11,246-96.3% |