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 | $69,703 | $99,877-30.2% | $84,966-18.0% | $145,922-52.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 83.76%-71.4pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $13,162 | $3,231+307.3% | $2,727+382.6% | $4,660+182.5% |
| Participant deferral / active EE | $18,570 | $5,291+251.0% | $4,519+310.9% | $6,688+177.7% |
| Admin fee / account holder | $14,810 | $7,248+104.3% | $6,149+140.9% | $13,397+10.6% |