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 | $77,845 | $114,047-31.7% | $96,139-19.0% | $167,490-53.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 21.76% | 189.88%-168.1pp | 191.94%-170.2pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,753 | $3,427-48.8% | $2,797-37.3% | $4,837-63.8% |
| Participant deferral / active EE | $6,257 | $5,194+20.5% | $4,349+43.9% | $6,341-1.3% |
| Admin fee / account holder | $681 | $6,897-90.1% | $5,537-87.7% | $12,309-94.5% |