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 8-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 | $113,228 | $91,190+24.2% | $178,490-36.6% | $79,858+41.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.78% | 24.19%-2.4pp | 151.07%-129.3pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,614 | $3,256-50.4% | $5,011-67.8% | $2,471-34.7% |
| Participant deferral / active EE | $3,201 | $3,236-1.1% | $5,202-38.5% | $3,740-14.4% |
| Admin fee / account holder | $2,461 | $6,751-63.5% | $13,984-82.4% | $5,306-53.6% |