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 3-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 | $45,067 | $106,584-57.7% | $101,326-55.5% | $142,382-68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 65.89% | 36.93%+29.0pp | 36.82%+29.1pp | 217.08%-151.2pp |
| Employer contribution / active EE | $3,347 | $3,956-15.4% | $3,665-8.7% | $4,299-22.2% |
| Participant deferral / active EE | $8,833 | $8,297+6.5% | $7,994+10.5% | $6,507+35.7% |
| Admin fee / account holder | $313 | $11,446-97.3% | $11,185-97.2% | $12,624-97.5% |