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 | $40,533 | $209,411-80.6% | $178,490-77.3% | $158,922-74.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.27% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,708 | $5,706-35.0% | $5,011-26.0% | $4,761-22.1% |
| Participant deferral / active EE | $2,763 | $5,954-53.6% | $5,202-46.9% | $5,982-53.8% |
| Admin fee / account holder | $2,271 | $17,074-86.7% | $13,984-83.8% | $11,246-79.8% |