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 | $45,420 | $81,208-44.1% | $98,907-54.1% | $79,858-43.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.36% | 60.99%-40.6pp | 196.43%-176.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,179 | $1,960+62.2% | $2,689+18.2% | $2,471+28.7% |
| Participant deferral / active EE | $6,136 | $3,265+87.9% | $4,244+44.6% | $3,740+64.1% |
| Admin fee / account holder | $3,102 | $6,013-48.4% | $6,642-53.3% | $5,306-41.5% |