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 | $75,532 | $148,534-49.1% | $135,903-44.4% | $139,434-45.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.42% | 79.19%-38.8pp | 68.23%-27.8pp | 372.94%-332.5pp |
| Employer contribution / active EE | $4,059 | $5,243-22.6% | $4,856-16.4% | $4,751-14.6% |
| Participant deferral / active EE | $9,203 | $8,100+13.6% | $7,758+18.6% | $6,710+37.2% |
| Admin fee / account holder | $779 | $12,400-93.7% | $10,762-92.8% | $11,403-93.2% |