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 | $57,255 | $91,190-37.2% | $178,490-67.9% | $79,858-28.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.15% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,035 | $3,256+54.6% | $5,011+0.5% | $2,471+103.8% |
| Participant deferral / active EE | $6,583 | $3,236+103.4% | $5,202+26.6% | $3,740+76.0% |
| Admin fee / account holder | $1,049 | $6,751-84.5% | $13,984-92.5% | $5,306-80.2% |