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 | $84,583 | $198,466-57.4% | $170,442-50.4% | $147,584-42.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.17% | 257.29%-233.1pp | 205.93%-181.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $4,368 | $6,184-29.4% | $5,433-19.6% | $4,876-10.4% |
| Participant deferral / active EE | $7,620 | $5,629+35.4% | $4,939+54.3% | $5,439+40.1% |
| Admin fee / account holder | $1,433 | $16,852-91.5% | $13,880-89.7% | $10,885-86.8% |