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 | $96,299 | $176,056-45.3% | $159,436-39.6% | $167,490-42.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.30% | 331.75%-321.4pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,799 | $5,297-28.3% | $4,829-21.3% | $4,837-21.5% |
| Participant deferral / active EE | $14,954 | $7,750+93.0% | $7,352+103.4% | $6,341+135.8% |
| Admin fee / account holder | $13,856 | $12,554+10.4% | $10,799+28.3% | $12,309+12.6% |