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 | $93,887 | $209,411-55.2% | $178,490-47.4% | $158,922-40.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.86% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,314 | $5,706-77.0% | $5,011-73.8% | $4,761-72.4% |
| Participant deferral / active EE | $3,546 | $5,954-40.5% | $5,202-31.8% | $5,982-40.7% |
| Admin fee / account holder | $6,046 | $17,074-64.6% | $13,984-56.8% | $11,246-46.2% |