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 | $60,501 | $148,534-59.3% | $135,903-55.5% | $139,434-56.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.94% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $9,042 | $5,243+72.5% | $4,856+86.2% | $4,751+90.3% |
| Participant deferral / active EE | $6,483 | $8,100-20.0% | $7,758-16.4% | $6,710-3.4% |
| Admin fee / account holder | $3,792 | $12,400-69.4% | $10,762-64.8% | $11,403-66.7% |