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 | $64,011 | $138,065-53.6% | $123,544-48.2% | $135,375-52.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.74% | 153.68%-145.9pp | 119.20%-111.5pp | 519.73%-512.0pp |
| Employer contribution / active EE | $2,161 | $5,151-58.0% | $4,628-53.3% | $4,779-54.8% |
| Participant deferral / active EE | $7,598 | $6,799+11.8% | $6,426+18.3% | $5,609+35.5% |
| Admin fee / account holder | $837 | $10,916-92.3% | $9,284-91.0% | $10,827-92.3% |