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 | $57,254 | $179,726-68.1% | $156,263-63.4% | $142,382-59.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.10% | 77.86%-49.8pp | 59.47%-31.4pp | 217.08%-189.0pp |
| Employer contribution / active EE | $5,709 | $5,069+12.6% | $4,333+31.8% | $4,299+32.8% |
| Participant deferral / active EE | $12,164 | $6,956+74.9% | $6,158+97.5% | $6,507+86.9% |
| Admin fee / account holder | $878 | $17,272-94.9% | $14,255-93.8% | $12,624-93.0% |