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 | $50,275 | $105,126-52.2% | $94,646-46.9% | $139,434-63.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.21% | 38.03%-22.8pp | 156.71%-141.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $4,684 | $4,106+14.1% | $3,672+27.5% | $4,751-1.4% |
| Participant deferral / active EE | $3,525 | $7,599-53.6% | $7,418-52.5% | $6,710-47.5% |
| Admin fee / account holder | $1,735 | $8,984-80.7% | $7,231-76.0% | $11,403-84.8% |