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 | $53,663 | $78,705-31.8% | $117,854-54.5% | $70,131-23.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.12% | 23.30%-7.2pp | 335.08%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,091 | $2,223+84.0% | $3,786+8.0% | $2,342+74.6% |
| Participant deferral / active EE | $3,868 | $3,297+17.3% | $4,482-13.7% | $3,332+16.1% |
| Admin fee / account holder | $769 | $5,065-84.8% | $8,020-90.4% | $4,645-83.4% |