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 | $47,883 | $54,705-12.5% | $71,209-32.8% | $84,808-43.5% |
| Participation rate | 94.3% | 64.1%+30.3pp | 73.8%+20.6pp | 68.3%+26.0pp |
| Annual return | 42.05% | 35.90%+6.2pp | 282.51%-240.5pp | 40.90%+1.2pp |
| Employer contribution / active EE | $1,646 | $2,158-23.7% | $2,721-39.5% | $2,631-37.4% |
| Participant deferral / active EE | $6,147 | $3,030+102.8% | $4,175+47.2% | $4,212+46.0% |
| Admin fee / account holder | $2,016 | $4,863-58.6% | $5,349-62.3% | $7,344-72.6% |