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 | $87,621 | $168,632-48.0% | $147,614-40.6% | $125,391-30.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.21% | 77.65%-75.4pp | 61.98%-59.8pp | 282.22%-280.0pp |
| Employer contribution / active EE | $5,951 | $6,252-4.8% | $5,564+7.0% | $4,866+22.3% |
| Participant deferral / active EE | $3,121 | $5,507-43.3% | $4,895-36.3% | $5,352-41.7% |
| Admin fee / account holder | $1,358 | $13,580-90.0% | $11,611-88.3% | $9,540-85.8% |