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 | $66,520 | $114,381-41.8% | $107,525-38.1% | $142,382-53.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.74% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $41,178 | $4,015+925.7% | $3,754+997.1% | $4,299+857.8% |
| Participant deferral / active EE | $8,963 | $5,564+61.1% | $5,116+75.2% | $6,507+37.7% |
| Admin fee / account holder | $12,603 | $9,860+27.8% | $8,919+41.3% | $12,624-0.2% |