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 | $61,402 | $159,602-61.5% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 76.61% | 70.24%+6.4pp | 62.55%+14.1pp | 217.08%-140.5pp |
| Employer contribution / active EE | $6,570 | $4,961+32.4% | $4,693+40.0% | $4,299+52.8% |
| Participant deferral / active EE | $9,611 | $8,310+15.6% | $7,997+20.2% | $6,507+47.7% |
| Admin fee / account holder | $1,419 | $14,846-90.4% | $13,435-89.4% | $12,624-88.8% |