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 | $65,957 | $183,519-64.1% | $155,509-57.6% | $145,922-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 61.17%-50.4pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,952 | $5,313-25.6% | $4,672-15.4% | $4,660-15.2% |
| Participant deferral / active EE | $11,610 | $6,462+79.6% | $5,626+106.3% | $6,688+73.6% |
| Admin fee / account holder | $9,236 | $19,313-52.2% | $15,912-42.0% | $13,397-31.1% |