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 | $45,227 | $109,881-58.8% | $150,045-69.9% | $84,808-46.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 76.71% | 28.25%+48.5pp | 62.55%+14.2pp | 40.90%+35.8pp |
| Employer contribution / active EE | $3,070 | $3,561-13.8% | $4,693-34.6% | $2,631+16.7% |
| Participant deferral / active EE | $6,998 | $6,636+5.5% | $7,997-12.5% | $4,212+66.2% |
| Admin fee / account holder | $501 | $8,568-94.2% | $13,435-96.3% | $7,344-93.2% |