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 5-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 | $85,890 | $169,032-49.2% | $129,207-33.5% | $145,922-41.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.54% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,841 | $5,537-48.7% | $4,153-31.6% | $4,660-39.0% |
| Participant deferral / active EE | $3,970 | $4,987-20.4% | $4,168-4.7% | $6,688-40.6% |
| Admin fee / account holder | $2,614 | $9,954-73.7% | $7,715-66.1% | $13,397-80.5% |