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 | $32,325 | $108,919-70.3% | $100,391-67.8% | $145,922-77.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.20% | 57.88%-44.7pp | 49.20%-36.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,299 | $4,419+42.5% | $3,942+59.8% | $4,660+35.2% |
| Participant deferral / active EE | $8,104 | $8,445-4.0% | $8,082+0.3% | $6,688+21.2% |
| Admin fee / account holder | $4,347 | $9,689-55.1% | $7,899-45.0% | $13,397-67.6% |