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 | $68,896 | $74,888-8.0% | $71,209-3.2% | $142,382-51.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.93% | 345.14%-316.2pp | 282.51%-253.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,339 | $2,854-18.1% | $2,721-14.1% | $4,299-45.6% |
| Participant deferral / active EE | $9,146 | $4,454+105.3% | $4,175+119.1% | $6,507+40.6% |
| Admin fee / account holder | $5,696 | $5,568+2.3% | $5,349+6.5% | $12,624-54.9% |