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 | $77,501 | $118,849-34.8% | $96,562-19.7% | $167,490-53.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.96% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,899 | $3,120-7.1% | $2,356+23.0% | $4,837-40.1% |
| Participant deferral / active EE | $4,106 | $4,616-11.0% | $3,849+6.7% | $6,341-35.2% |
| Admin fee / account holder | $522 | $8,065-93.5% | $6,181-91.6% | $12,309-95.8% |