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 | $90,888 | $107,334-15.3% | $92,893-2.2% | $152,861-40.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.97% | 145.58%-124.6pp | 109.41%-88.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,749 | $4,221-58.6% | $3,653-52.1% | $4,762-63.3% |
| Participant deferral / active EE | $6,732 | $4,845+38.9% | $4,236+58.9% | $5,850+15.1% |
| Admin fee / account holder | $952 | $7,079-86.6% | $5,794-83.6% | $11,596-91.8% |