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 | $42,570 | $105,181-59.5% | $159,436-73.3% | $85,850-50.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.55% | 45.07%-27.5pp | 263.57%-246.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $4,639 | $3,318+39.8% | $4,829-3.9% | $2,565+80.8% |
| Participant deferral / active EE | $7,509 | $5,945+26.3% | $7,352+2.1% | $3,952+90.0% |
| Admin fee / account holder | $626 | $6,933-91.0% | $10,799-94.2% | $6,260-90.0% |