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 | $79,136 | $133,958-40.9% | $112,228-29.5% | $134,475-41.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.79% | 47.11%-43.3pp | 27.45%-23.7pp | 417.96%-414.2pp |
| Employer contribution / active EE | $8,108 | $4,038+100.8% | $3,635+123.1% | $4,740+71.1% |
| Participant deferral / active EE | $7,492 | $5,291+41.6% | $4,728+58.5% | $6,400+17.1% |
| Admin fee / account holder | $2,769 | $7,489-63.0% | $6,410-56.8% | $11,426-75.8% |