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 | $34,027 | $144,119-76.4% | $117,854-71.1% | $147,584-76.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.85% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $5,114 | $4,896+4.4% | $3,786+35.1% | $4,876+4.9% |
| Participant deferral / active EE | $4,330 | $5,316-18.5% | $4,482-3.4% | $5,439-20.4% |
| Admin fee / account holder | $342 | $10,886-96.9% | $8,020-95.7% | $10,885-96.9% |