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 | $52,413 | $99,877-47.5% | $84,966-38.3% | $145,922-64.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 83.76%-72.9pp | 66.38%-55.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $13,248 | $3,231+310.0% | $2,727+385.8% | $4,660+184.3% |
| Participant deferral / active EE | $7,690 | $5,291+45.4% | $4,519+70.2% | $6,688+15.0% |
| Admin fee / account holder | $16,401 | $7,248+126.3% | $6,149+166.7% | $13,397+22.4% |