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 | $60,595 | $214,378-71.7% | $200,582-69.8% | $142,382-57.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 140.84% | 46.41%+94.4pp | 42.33%+98.5pp | 217.08%-76.2pp |
| Employer contribution / active EE | $1,624 | $6,841-76.3% | $6,419-74.7% | $4,299-62.2% |
| Participant deferral / active EE | $4,789 | $9,865-51.5% | $9,331-48.7% | $6,507-26.4% |
| Admin fee / account holder | $784 | $17,692-95.6% | $16,305-95.2% | $12,624-93.8% |