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 | $112,181 | $144,119-22.2% | $117,854-4.8% | $147,584-24.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.43% | 531.15%-512.7pp | 335.08%-316.7pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,319 | $4,896-11.8% | $3,786+14.1% | $4,876-11.4% |
| Participant deferral / active EE | $3,670 | $5,316-31.0% | $4,482-18.1% | $5,439-32.5% |
| Admin fee / account holder | $3,334 | $10,886-69.4% | $8,020-58.4% | $10,885-69.4% |