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 | $59,545 | $68,346-12.9% | $94,646-37.1% | $75,163-20.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 20.57% | 616.93%-596.4pp | 156.71%-136.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,374 | $2,701+24.9% | $3,672-8.1% | $2,670+26.4% |
| Participant deferral / active EE | $8,388 | $6,537+28.3% | $7,418+13.1% | $4,125+103.3% |
| Admin fee / account holder | $2,378 | $5,326-55.3% | $7,231-67.1% | $5,651-57.9% |