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 7-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 | $75,062 | $157,256-52.3% | $141,162-46.8% | $152,861-50.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.69% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,950 | $5,261-43.9% | $4,735-37.7% | $4,762-38.1% |
| Participant deferral / active EE | $11,473 | $7,109+61.4% | $6,709+71.0% | $5,850+96.1% |
| Admin fee / account holder | $483 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |