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 | $55,977 | $175,202-68.0% | $149,673-62.6% | $139,434-59.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.61% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,799 | $5,474-48.9% | $4,818-41.9% | $4,751-41.1% |
| Participant deferral / active EE | $14,696 | $6,519+125.4% | $5,680+158.7% | $6,710+119.0% |
| Admin fee / account holder | $5,488 | $16,150-66.0% | $13,210-58.5% | $11,403-51.9% |