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 | $49,242 | $94,752-48.0% | $112,887-56.4% | $139,434-64.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 25.03% | 40.88%-15.9pp | 34.10%-9.1pp | 372.94%-347.9pp |
| Employer contribution / active EE | $5,522 | $4,625+19.4% | $4,563+21.0% | $4,751+16.2% |
| Participant deferral / active EE | $18,119 | $6,512+178.2% | $6,513+178.2% | $6,710+170.0% |
| Admin fee / account holder | $4,957 | $8,527-41.9% | $7,047-29.7% | $11,403-56.5% |