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 | $52,914 | $159,602-66.8% | $150,045-64.7% | $142,382-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 68.10% | 70.24%-2.1pp | 62.55%+5.6pp | 217.08%-149.0pp |
| Employer contribution / active EE | $3,218 | $4,961-35.1% | $4,693-31.4% | $4,299-25.1% |
| Participant deferral / active EE | $4,842 | $8,310-41.7% | $7,997-39.5% | $6,507-25.6% |
| Admin fee / account holder | $1,429 | $14,846-90.4% | $13,435-89.4% | $12,624-88.7% |