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 | $31,368 | $126,574-75.2% | $106,213-70.5% | $145,922-78.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,910 | $3,730+4.8% | $3,171+23.3% | $4,660-16.1% |
| Participant deferral / active EE | $6,677 | $5,724+16.6% | $5,016+33.1% | $6,688-0.2% |
| Admin fee / account holder | $3,088 | $17,304-82.2% | $11,033-72.0% | $13,397-77.0% |