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 | $75,573 | $54,705+38.1% | $71,209+6.1% | $84,808-10.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.36% | 35.90%-9.5pp | 282.51%-256.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $3,822 | $2,158+77.1% | $2,721+40.5% | $2,631+45.3% |
| Participant deferral / active EE | $8,851 | $3,030+192.1% | $4,175+112.0% | $4,212+110.2% |
| Admin fee / account holder | $1,597 | $4,863-67.2% | $5,349-70.2% | $7,344-78.3% |