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 | $86,392 | $209,411-58.7% | $178,490-51.6% | $158,922-45.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.54% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,387 | $5,706-40.6% | $5,011-32.4% | $4,761-28.9% |
| Participant deferral / active EE | $10,711 | $5,954+79.9% | $5,202+105.9% | $5,982+79.1% |
| Admin fee / account holder | $649 | $17,074-96.2% | $13,984-95.4% | $11,246-94.2% |