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 | $65,161 | $74,888-13.0% | $71,209-8.5% | $142,382-54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.53% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,013 | $2,854-29.5% | $2,721-26.0% | $4,299-53.2% |
| Participant deferral / active EE | $4,001 | $4,454-10.2% | $4,175-4.2% | $6,507-38.5% |
| Admin fee / account holder | $1,687 | $5,568-69.7% | $5,349-68.5% | $12,624-86.6% |