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 | $55,297 | $118,849-53.5% | $96,562-42.7% | $167,490-67.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.16% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,165 | $3,120-30.6% | $2,356-8.1% | $4,837-55.2% |
| Participant deferral / active EE | $6,168 | $4,616+33.6% | $3,849+60.3% | $6,341-2.7% |
| Admin fee / account holder | $839 | $8,065-89.6% | $6,181-86.4% | $12,309-93.2% |