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 5-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 | $85,890 | $109,982-21.9% | $97,226-11.7% | $145,922-41.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.29% | 242.90%-228.6pp | 75.13%-60.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $14,312 | $3,084+364.1% | $2,729+424.5% | $4,660+207.2% |
| Participant deferral / active EE | $9,509 | $4,676+103.4% | $4,264+123.0% | $6,688+42.2% |
| Admin fee / account holder | $782 | $6,221-87.4% | $5,654-86.2% | $13,397-94.2% |