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 | $53,040 | $100,326-47.1% | $180,183-70.6% | $84,808-37.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 57.30% | 17.86%+39.4pp | 27.86%+29.4pp | 40.90%+16.4pp |
| Employer contribution / active EE | $5,205 | $3,269+59.2% | $5,039+3.3% | $2,631+97.8% |
| Participant deferral / active EE | $7,409 | $5,066+46.3% | $6,822+8.6% | $4,212+75.9% |
| Admin fee / account holder | $3,490 | $9,674-63.9% | $19,975-82.5% | $7,344-52.5% |