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 | $52,398 | $165,335-68.3% | $149,696-65.0% | $158,922-67.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.07% | 348.15%-337.1pp | 276.60%-265.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $7,996 | $5,103+56.7% | $4,644+72.2% | $4,761+67.9% |
| Participant deferral / active EE | $6,843 | $7,181-4.7% | $6,8420% | $5,982+14.4% |
| Admin fee / account holder | $339 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |