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 | $73,011 | $165,984-56.0% | $164,813-55.7% | $145,922-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.10% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,463 | $5,273-15.4% | $4,341+2.8% | $4,660-4.2% |
| Participant deferral / active EE | $8,980 | $6,959+29.0% | $6,031+48.9% | $6,688+34.3% |
| Admin fee / account holder | $4,781 | $16,648-71.3% | $12,690-62.3% | $13,397-64.3% |