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 | $65,627 | $133,922-51.0% | $116,228-43.5% | $142,382-53.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.23% | 147.76%-136.5pp | 90.06%-78.8pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,430 | $3,446-58.5% | $2,994-52.3% | $4,299-66.7% |
| Participant deferral / active EE | $3,894 | $5,672-31.3% | $4,953-21.4% | $6,507-40.2% |
| Admin fee / account holder | $3,562 | $14,945-76.2% | $11,989-70.3% | $12,624-71.8% |