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 | $79,215 | $48,795+62.3% | $65,493+21.0% | $84,808-6.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.54% | 20.20%-3.7pp | 982.45%-965.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,542 | $1,930-20.1% | $2,574-40.1% | $2,631-41.4% |
| Participant deferral / active EE | $3,469 | $2,928+18.5% | $3,961-12.4% | $4,212-17.6% |
| Admin fee / account holder | $10,222 | $3,877+163.6% | $5,028+103.3% | $7,344+39.2% |