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 | $64,620 | $102,966-37.2% | $90,281-28.4% | $152,861-57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.04% | 95.16%-74.1pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,198 | $3,139-61.8% | $2,854-58.0% | $4,762-74.8% |
| Participant deferral / active EE | $4,513 | $4,281+5.4% | $3,885+16.2% | $5,850-22.8% |
| Admin fee / account holder | $847 | $6,171-86.3% | $5,351-84.2% | $11,596-92.7% |