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 6-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 | $60,524 | $70,428-14.1% | $96,562-37.3% | $85,850-29.5% |
| Participation rate | 95.7% | 61.8%+33.8pp | 69.8%+25.8pp | 69.3%+26.3pp |
| Annual return | 22.29% | 18.59%+3.7pp | 37.78%-15.5pp | 318.53%-296.2pp |
| Employer contribution / active EE | $5,435 | $1,413+284.6% | $2,356+130.6% | $2,565+111.9% |
| Participant deferral / active EE | $5,255 | $2,894+81.6% | $3,849+36.5% | $3,952+33.0% |
| Admin fee / account holder | $821 | $4,997-83.6% | $6,181-86.7% | $6,260-86.9% |