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 | $117,861 | $148,534-20.7% | $135,903-13.3% | $139,434-15.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.37% | 79.19%-54.8pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $8,540 | $5,243+62.9% | $4,856+75.9% | $4,751+79.8% |
| Participant deferral / active EE | $4,061 | $8,100-49.9% | $7,758-47.7% | $6,710-39.5% |
| Admin fee / account holder | $3,129 | $12,400-74.8% | $10,762-70.9% | $11,403-72.6% |