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 | $67,033 | $152,587-56.1% | $125,175-46.4% | $152,861-56.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 41.15% | 54.84%-13.7pp | 43.79%-2.6pp | 345.32%-304.2pp |
| Employer contribution / active EE | $7,719 | $4,946+56.1% | $3,865+99.7% | $4,762+62.1% |
| Participant deferral / active EE | $6,827 | $5,868+16.3% | $4,937+38.3% | $5,850+16.7% |
| Admin fee / account holder | $499 | $13,434-96.3% | $9,702-94.9% | $11,596-95.7% |