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 | $77,279 | $152,587-49.4% | $125,175-38.3% | $152,861-49.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.39% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,266 | $4,946+67.1% | $3,865+113.8% | $4,762+73.6% |
| Participant deferral / active EE | $4,434 | $5,868-24.4% | $4,937-10.2% | $5,850-24.2% |
| Admin fee / account holder | $1,384 | $13,434-89.7% | $9,702-85.7% | $11,596-88.1% |