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 | $53,752 | $165,335-67.5% | $149,696-64.1% | $158,922-66.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 105.47% | 348.15%-242.7pp | 276.60%-171.1pp | 302.83%-197.4pp |
| Employer contribution / active EE | $2,745 | $5,103-46.2% | $4,644-40.9% | $4,761-42.3% |
| Participant deferral / active EE | $3,970 | $7,181-44.7% | $6,842-42.0% | $5,982-33.6% |
| Admin fee / account holder | $561 | $10,807-94.8% | $9,309-94.0% | $11,246-95.0% |