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 | $71,675 | $109,982-34.8% | $97,226-26.3% | $145,922-50.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.92% | 242.90%-224.0pp | 75.13%-56.2pp | 561.29%-542.4pp |
| Employer contribution / active EE | $4,499 | $3,084+45.9% | $2,729+64.9% | $4,660-3.5% |
| Participant deferral / active EE | $13,914 | $4,676+197.6% | $4,264+226.3% | $6,688+108.1% |
| Admin fee / account holder | $4,996 | $6,221-19.7% | $5,654-11.6% | $13,397-62.7% |