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 | $136,588 | $185,200-26.2% | $142,863-4.4% | $167,490-18.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 18.05% | 8555.70%-8537.6pp | 5637.54%-5619.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,395 | $5,604-57.3% | $4,144-42.2% | $4,837-50.5% |
| Participant deferral / active EE | $1,798 | $4,494-60.0% | $3,837-53.1% | $6,341-71.6% |
| Admin fee / account holder | $365 | $8,031-95.5% | $6,560-94.4% | $12,309-97.0% |