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 5-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 | $68,184 | $117,841-42.1% | $102,423-33.4% | $145,922-53.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.54% | 31.65%-10.1pp | 29.32%-7.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $7,181 | $3,615+98.7% | $3,023+137.5% | $4,660+54.1% |
| Participant deferral / active EE | $8,368 | $5,731+46.0% | $5,053+65.6% | $6,688+25.1% |
| Admin fee / account holder | $1,157 | $13,326-91.3% | $9,451-87.8% | $13,397-91.4% |