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 | $80,873 | $159,602-49.3% | $150,045-46.1% | $142,382-43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.54% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,600 | $4,961-7.3% | $4,693-2.0% | $4,299+7.0% |
| Participant deferral / active EE | $16,037 | $8,310+93.0% | $7,997+100.5% | $6,507+146.4% |
| Admin fee / account holder | $7,689 | $14,846-48.2% | $13,435-42.8% | $12,624-39.1% |