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 | $39,378 | $93,571-57.9% | $135,903-71.0% | $75,163-47.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 51.82% | 30.90%+20.9pp | 68.23%-16.4pp | 160.62%-108.8pp |
| Employer contribution / active EE | $4,912 | $3,537+38.9% | $4,856+1.1% | $2,670+84.0% |
| Participant deferral / active EE | $9,852 | $6,404+53.8% | $7,758+27.0% | $4,125+138.8% |
| Admin fee / account holder | $1,114 | $6,975-84.0% | $10,762-89.6% | $5,651-80.3% |