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 | $76,687 | $58,208+31.7% | $81,812-6.3% | $80,856-5.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.41% | 41.66%-28.2pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $4,745 | $2,340+102.8% | $2,912+62.9% | $2,755+72.3% |
| Participant deferral / active EE | $7,967 | $3,281+142.8% | $4,319+84.5% | $4,296+85.5% |
| Admin fee / account holder | $832 | $4,981-83.3% | $7,386-88.7% | $6,918-88.0% |