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 | $60,858 | $152,587-60.1% | $125,175-51.4% | $152,861-60.2% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | 32.25% | 54.84%-22.6pp | 43.79%-11.5pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,517 | $4,946-49.1% | $3,865-34.9% | $4,762-47.1% |
| Participant deferral / active EE | $4,681 | $5,868-20.2% | $4,937-5.2% | $5,850-20.0% |
| Admin fee / account holder | $666 | $13,434-95.0% | $9,702-93.1% | $11,596-94.3% |