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 | $64,196 | $107,934-40.5% | $91,989-30.2% | $152,861-58.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.07% | 89.24%-70.2pp | 69.02%-50.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,667 | $4,210+58.4% | $3,452+93.1% | $4,762+40.0% |
| Participant deferral / active EE | $4,577 | $6,364-28.1% | $5,923-22.7% | $5,850-21.8% |
| Admin fee / account holder | $980 | $10,520-90.7% | $7,743-87.3% | $11,596-91.6% |