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 | $65,429 | $81,208-19.4% | $98,907-33.8% | $79,858-18.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.25% | 60.99%-48.7pp | 196.43%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,661 | $1,960-15.2% | $2,689-38.2% | $2,471-32.8% |
| Participant deferral / active EE | $4,155 | $3,265+27.3% | $4,244-2.1% | $3,740+11.1% |
| Admin fee / account holder | $5,475 | $6,013-8.9% | $6,642-17.6% | $5,306+3.2% |