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 5-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 | $76,180 | $159,602-52.3% | $150,045-49.2% | $142,382-46.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 46.04% | 70.24%-24.2pp | 62.55%-16.5pp | 217.08%-171.0pp |
| Employer contribution / active EE | $8,475 | $4,961+70.9% | $4,693+80.6% | $4,299+97.1% |
| Participant deferral / active EE | $30,270 | $8,310+264.3% | $7,997+278.5% | $6,507+365.2% |
| Admin fee / account holder | $10,895 | $14,846-26.6% | $13,435-18.9% | $12,624-13.7% |