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 | $73,479 | $133,922-45.1% | $116,228-36.8% | $142,382-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.02% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,621 | $3,446-23.9% | $2,994-12.5% | $4,299-39.0% |
| Participant deferral / active EE | $6,680 | $5,672+17.8% | $4,953+34.9% | $6,507+2.6% |
| Admin fee / account holder | $4,241 | $14,945-71.6% | $11,989-64.6% | $12,624-66.4% |