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 | $70,936 | $81,208-12.6% | $98,907-28.3% | $79,858-11.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.94% | 60.99%-47.1pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,494 | $1,960+78.3% | $2,689+29.9% | $2,471+41.4% |
| Participant deferral / active EE | $6,904 | $3,265+111.5% | $4,244+62.7% | $3,740+84.6% |
| Admin fee / account holder | $729 | $6,013-87.9% | $6,642-89.0% | $5,306-86.3% |