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 | $64,456 | $115,770-44.3% | $101,248-36.3% | $158,922-59.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 47.01% | 56.14%-9.1pp | 46.47%+0.5pp | 302.83%-255.8pp |
| Employer contribution / active EE | $1,598 | $4,175-61.7% | $3,660-56.3% | $4,761-66.4% |
| Participant deferral / active EE | $6,289 | $4,957+26.9% | $4,370+43.9% | $5,982+5.1% |
| Admin fee / account holder | $473 | $7,245-93.5% | $5,945-92.0% | $11,246-95.8% |