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 10-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 | $88,397 | $148,534-40.5% | $135,903-35.0% | $139,434-36.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.31% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,244 | $5,243-57.2% | $4,856-53.8% | $4,751-52.8% |
| Participant deferral / active EE | $8,383 | $8,100+3.5% | $7,758+8.1% | $6,710+24.9% |
| Admin fee / account holder | $3,585 | $12,400-71.1% | $10,762-66.7% | $11,403-68.6% |