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 | $51,433 | $165,984-69.0% | $164,813-68.8% | $145,922-64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.30% | 100.03%-80.7pp | 69.93%-50.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,200 | $5,273-20.3% | $4,341-3.2% | $4,660-9.9% |
| Participant deferral / active EE | $9,588 | $6,959+37.8% | $6,031+59.0% | $6,688+43.4% |
| Admin fee / account holder | $3,604 | $16,648-78.4% | $12,690-71.6% | $13,397-73.1% |