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 | $51,521 | $226,064-77.2% | $182,532-71.8% | $152,861-66.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.12% | 192.51%-176.4pp | 148.54%-132.4pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,539 | $4,978-49.0% | $4,076-37.7% | $4,762-46.7% |
| Participant deferral / active EE | $3,641 | $6,368-42.8% | $5,524-34.1% | $5,850-37.8% |
| Admin fee / account holder | $5,880 | $10,703-45.1% | $8,592-31.6% | $11,596-49.3% |