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 | $60,257 | $133,922-55.0% | $116,228-48.2% | $142,382-57.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.30% | 147.76%-134.5pp | 90.06%-76.8pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,981 | $3,446+73.6% | $2,994+99.7% | $4,299+39.1% |
| Participant deferral / active EE | $3,802 | $5,672-33.0% | $4,953-23.2% | $6,507-41.6% |
| Admin fee / account holder | $539 | $14,945-96.4% | $11,989-95.5% | $12,624-95.7% |