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 | $72,447 | $144,119-49.7% | $117,854-38.5% | $147,584-50.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.76% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,682 | $4,896-65.7% | $3,786-55.6% | $4,876-65.5% |
| Participant deferral / active EE | $2,879 | $5,316-45.8% | $4,482-35.8% | $5,439-47.1% |
| Admin fee / account holder | $1,419 | $10,886-87.0% | $8,020-82.3% | $10,885-87.0% |