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 | $73,333 | $89,753-18.3% | $107,525-31.8% | $84,808-13.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.06% | 29.48%-13.4pp | 181.32%-165.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,400 | $3,113+41.3% | $3,754+17.2% | $2,631+67.2% |
| Participant deferral / active EE | $6,794 | $4,056+67.5% | $5,116+32.8% | $4,212+61.3% |
| Admin fee / account holder | $2,091 | $7,222-71.0% | $8,919-76.6% | $7,344-71.5% |