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 6-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 | $40,936 | $89,753-54.4% | $107,525-61.9% | $84,808-51.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 32.80% | 29.48%+3.3pp | 181.32%-148.5pp | 40.90%-8.1pp |
| Employer contribution / active EE | $7,395 | $3,113+137.5% | $3,754+97.0% | $2,631+181.1% |
| Participant deferral / active EE | $5,233 | $4,056+29.0% | $5,116+2.3% | $4,212+24.3% |
| Admin fee / account holder | $948 | $7,222-86.9% | $8,919-89.4% | $7,344-87.1% |