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 | $79,809 | $126,574-36.9% | $106,213-24.9% | $145,922-45.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.97% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,045 | $3,730-45.2% | $3,171-35.5% | $4,660-56.1% |
| Participant deferral / active EE | $4,799 | $5,724-16.2% | $5,016-4.3% | $6,688-28.2% |
| Admin fee / account holder | $6,137 | $17,304-64.5% | $11,033-44.4% | $13,397-54.2% |