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 | $58,766 | $110,502-46.8% | $80,716-27.2% | $167,490-64.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.92% | 120.54%-105.6pp | 87.28%-72.4pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,040 | $1,543+32.2% | $1,160+75.8% | $4,837-57.8% |
| Participant deferral / active EE | $6,650 | $2,871+131.7% | $2,146+209.9% | $6,341+4.9% |
| Admin fee / account holder | $509 | $4,545-88.8% | $3,380-84.9% | $12,309-95.9% |