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 | $77,420 | $108,919-28.9% | $100,391-22.9% | $145,922-46.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 57.88%-43.8pp | 49.20%-35.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,227 | $4,419-27.0% | $3,942-18.1% | $4,660-30.7% |
| Participant deferral / active EE | $4,799 | $8,445-43.2% | $8,082-40.6% | $6,688-28.2% |
| Admin fee / account holder | $360 | $9,689-96.3% | $7,899-95.4% | $13,397-97.3% |