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 5-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 | $89,064 | $109,982-19.0% | $97,226-8.4% | $145,922-39.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.25% | 242.90%-232.7pp | 75.13%-64.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,800 | $3,084-41.6% | $2,729-34.0% | $4,660-61.4% |
| Participant deferral / active EE | $15,000 | $4,676+220.8% | $4,264+251.8% | $6,688+124.3% |
| Admin fee / account holder | $362 | $6,221-94.2% | $5,654-93.6% | $13,397-97.3% |