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 | $87,294 | $121,625-28.2% | $104,607-16.6% | $158,922-45.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.97% | 465.26%-448.3pp | 340.46%-323.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,465 | $3,163+72.8% | $2,681+103.9% | $4,761+14.8% |
| Participant deferral / active EE | $2,208 | $4,177-47.1% | $3,740-41.0% | $5,982-63.1% |
| Admin fee / account holder | $507 | $7,787-93.5% | $6,473-92.2% | $11,246-95.5% |