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 | $51,950 | $157,256-67.0% | $141,162-63.2% | $152,861-66.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.25% | 64.32%-37.1pp | 71.39%-44.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $7,485 | $5,261+42.3% | $4,735+58.1% | $4,762+57.2% |
| Participant deferral / active EE | $5,778 | $7,109-18.7% | $6,709-13.9% | $5,850-1.2% |
| Admin fee / account holder | $450 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |