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 | $71,406 | $101,069-29.3% | $81,478-12.4% | $147,584-51.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.48% | 32.40%-14.9pp | 38.78%-21.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $11,623 | $3,205+262.6% | $2,568+352.7% | $4,876+138.4% |
| Participant deferral / active EE | $15,222 | $4,242+258.9% | $3,537+330.4% | $5,439+179.9% |
| Admin fee / account holder | $1,391 | $5,812-76.1% | $4,561-69.5% | $10,885-87.2% |