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 | $57,150 | $80,673-29.2% | $101,326-43.6% | $84,808-32.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 57.80% | 38.95%+18.8pp | 36.82%+21.0pp | 40.90%+16.9pp |
| Employer contribution / active EE | $11,882 | $2,698+340.4% | $3,665+224.2% | $2,631+351.6% |
| Participant deferral / active EE | $12,679 | $6,840+85.4% | $7,994+58.6% | $4,212+201.1% |
| Admin fee / account holder | $4,881 | $12,784-61.8% | $11,185-56.4% | $7,344-33.5% |