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 | $69,329 | $95,561-27.5% | $77,163-10.2% | $139,434-50.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.56% | 54.92%-31.4pp | 37.87%-14.3pp | 372.94%-349.4pp |
| Employer contribution / active EE | $13,373 | $3,147+324.9% | $2,535+427.6% | $4,751+181.5% |
| Participant deferral / active EE | $15,627 | $4,624+238.0% | $3,833+307.7% | $6,710+132.9% |
| Admin fee / account holder | $671 | $8,295-91.9% | $5,472-87.7% | $11,403-94.1% |