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 | $55,402 | $198,466-72.1% | $170,442-67.5% | $147,584-62.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.56% | 257.29%-243.7pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $6,522 | $6,184+5.5% | $5,433+20.1% | $4,876+33.8% |
| Participant deferral / active EE | $14,787 | $5,629+162.7% | $4,939+199.4% | $5,439+171.9% |
| Admin fee / account holder | $765 | $16,852-95.5% | $13,880-94.5% | $10,885-93.0% |