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 4-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 | $65,404 | $148,534-56.0% | $135,903-51.9% | $139,434-53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.50% | 79.19%-52.7pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $8,642 | $5,243+64.8% | $4,856+78.0% | $4,751+81.9% |
| Participant deferral / active EE | $16,612 | $8,100+105.1% | $7,758+114.1% | $6,710+147.6% |
| Admin fee / account holder | $8,578 | $12,400-30.8% | $10,762-20.3% | $11,403-24.8% |