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 | $103,799 | $133,922-22.5% | $116,228-10.7% | $142,382-27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.89% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,483 | $3,446-57.0% | $2,994-50.5% | $4,299-65.5% |
| Participant deferral / active EE | $3,547 | $5,672-37.5% | $4,953-28.4% | $6,507-45.5% |
| Admin fee / account holder | $380 | $14,945-97.5% | $11,989-96.8% | $12,624-97.0% |