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 | $87,671 | $179,726-51.2% | $156,263-43.9% | $142,382-38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.38% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,041 | $5,069-0.6% | $4,333+16.3% | $4,299+17.2% |
| Participant deferral / active EE | $9,995 | $6,956+43.7% | $6,158+62.3% | $6,507+53.6% |
| Admin fee / account holder | $30,581 | $17,272+77.1% | $14,255+114.5% | $12,624+142.3% |